Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Buy
+12,993
New +$624K 0.03% 492
2020
Q4
Sell
-5,659
Closed -$314K 1725
2020
Q3
$314K Sell
5,659
-935
-14% -$51.9K 0.05% 420
2020
Q2
$299K Buy
+6,594
New +$299K 0.03% 549
2018
Q3
Sell
-5,362
Closed -$206K 2054
2018
Q2
$206K Sell
5,362
-3,049
-36% -$117K 0.01% 1484
2018
Q1
$288K Buy
+8,411
New +$288K 0.02% 1080
2017
Q4
Sell
-32,617
Closed -$1.09M 2880
2017
Q3
$1.09M Buy
+32,617
New +$1.09M 0.05% 402