Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
+9,825
New +$1.36M 0.43% 87
2022
Q1
Sell
-9
Closed -$1K 536
2021
Q4
$1K Buy
+9
New +$1K ﹤0.01% 412
2019
Q4
Sell
-10,203
Closed -$642K 318
2019
Q3
$642K Sell
10,203
-6,720
-40% -$423K 0.42% 94
2019
Q2
$1.08M Buy
+16,923
New +$1.08M 0.61% 67