Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
+2,690
New +$458K ﹤0.01% 663
2020
Q1
Sell
-5,352
Closed -$343K 879
2019
Q4
$343K Sell
5,352
-233
-4% -$14.9K ﹤0.01% 746
2019
Q3
$363K Buy
+5,585
New +$363K ﹤0.01% 610