Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Buy
+15,963
New +$783K 0.07% 287
2020
Q4
Sell
-11,752
Closed -$309K 400
2020
Q3
$309K Buy
+11,752
New +$309K 0.03% 281