Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-34,210
Closed -$394K 1302
2024
Q4
$394K Buy
34,210
+6,738
+25% +$77.6K 0.02% 580
2024
Q3
$313K Buy
+27,472
New +$313K 0.02% 608
2020
Q3
Sell
-35,245
Closed -$119K 1002
2020
Q2
$119K Buy
+35,245
New +$119K 0.01% 836