Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$890K Buy
+5,595
New +$890K 0.23% 132
2025
Q1
Sell
-2,406
Closed -$377K 288
2024
Q4
$377K Sell
2,406
-466
-16% -$73.1K 0.09% 166
2024
Q3
$419K Buy
+2,872
New +$419K 0.1% 191
2020
Q1
Sell
-19,128
Closed -$1.04M 181
2019
Q4
$1.04M Buy
+19,128
New +$1.04M 0.11% 126
2019
Q2
Sell
-51,064
Closed -$3.17M 284
2019
Q1
$3.17M Buy
+51,064
New +$3.17M 0.24% 87