Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
+5,909
New +$295K 0.22% 183
2019
Q2
Sell
-58,963
Closed -$444K 380
2019
Q1
$444K Buy
+58,963
New +$444K 0.24% 160
2018
Q4
Sell
-34,367
Closed -$340K 380
2018
Q3
$340K Sell
34,367
-46,916
-58% -$464K 0.08% 302
2018
Q2
$864K Buy
81,283
+15,813
+24% +$168K 0.13% 292
2018
Q1
$806K Buy
+65,470
New +$806K 0.19% 209