Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
+4,807
New +$437K 0.02% 617
2024
Q3
Sell
-3,048
Closed -$543K 688
2024
Q2
$543K Buy
+3,048
New +$543K 0.04% 413
2022
Q2
Sell
-1,311
Closed -$344K 992
2022
Q1
$344K Buy
+1,311
New +$344K 0.02% 784
2019
Q1
Sell
-4,205
Closed -$237K 1111
2018
Q4
$237K Sell
4,205
-321
-7% -$18.1K 0.01% 745
2018
Q3
$267K Buy
+4,526
New +$267K 0.01% 863