Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.1K Buy
+1,104
New +$55.1K 0.02% 227
2023
Q1
Sell
-16,986
Closed -$275K 197
2022
Q4
$275K Buy
+16,986
New +$275K 0.06% 100
2018
Q3
Sell
-238,860
Closed -$2.54M 150
2018
Q2
$2.54M Buy
+238,860
New +$2.54M 0.16% 60