Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,235
Closed -$1.03M 121
2024
Q4
$1.03M Sell
5,235
-6,000
-53% -$1.18M 0.1% 69
2024
Q3
$2.27M Buy
+11,235
New +$2.27M 0.22% 59
2023
Q2
Sell
-10,395
Closed -$1.05M 291
2023
Q1
$1.05M Buy
+10,395
New +$1.05M 0.09% 85
2017
Q2
Sell
-4,600
Closed -$310K 331
2017
Q1
$310K Buy
+4,600
New +$310K 0.2% 120