Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,600
Closed -$341K 514
2024
Q4
$341K Buy
+2,600
New +$341K 0.01% 218
2024
Q2
Sell
-3,652
Closed -$446K 553
2024
Q1
$446K Buy
+3,652
New +$446K 0.03% 216
2018
Q4
Sell
-39,034
Closed -$1.54M 176
2018
Q3
$1.54M Buy
+39,034
New +$1.54M 0.57% 49
2018
Q2
Sell
-18,649
Closed -$657K 99
2018
Q1
$657K Buy
+18,649
New +$657K 0.35% 47