Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,760
Closed -$421K 1329
2024
Q4
$421K Buy
+12,760
New +$421K 0.02% 558
2023
Q3
Sell
-14,900
Closed -$709K 1270
2023
Q2
$709K Buy
+14,900
New +$709K 0.05% 305
2023
Q1
Sell
-15,916
Closed -$518K 1503
2022
Q4
$518K Buy
+15,916
New +$518K 0.07% 266
2020
Q4
Sell
-4,127
Closed -$267K 1420
2020
Q3
$267K Buy
+4,127
New +$267K 0.05% 486
2018
Q1
Sell
-14,001
Closed -$441K 1921
2017
Q4
$441K Buy
+14,001
New +$441K 0.02% 932