Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
+12,736
New +$316K 0.03% 432
2020
Q3
Sell
-175,489
Closed -$1.71M 512
2020
Q2
$1.71M Buy
+175,489
New +$1.71M 0.11% 145
2019
Q1
Sell
-50,107
Closed -$1.36M 531
2018
Q4
$1.36M Buy
+50,107
New +$1.36M 0.13% 255