Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
+631
New +$225K 0.1% 122
2021
Q1
Sell
-133
Closed -$16K 368
2020
Q4
$16K Buy
+133
New +$16K 0.02% 412