Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,805
Closed -$914K 320
2024
Q4
$914K Buy
+18,805
New +$914K 0.38% 101
2023
Q3
Sell
-2,816
Closed -$294K 303
2023
Q2
$294K Buy
2,816
+1,116
+66% +$116K 0.17% 211
2023
Q1
$208K Buy
+1,700
New +$208K 0.18% 186
2019
Q2
Sell
-500
Closed -$38K 539
2019
Q1
$38K Sell
500
-6,304
-93% -$479K 0.02% 372
2018
Q4
$436K Buy
+6,804
New +$436K 0.29% 137