Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,569
Closed -$715K 708
2025
Q1
$715K Buy
+10,569
New +$715K 0.09% 252
2021
Q2
Hold
0
281
2021
Q1
Hold
0
333
2019
Q2
Sell
-31,645
Closed -$778K 516
2019
Q1
$778K Buy
+31,645
New +$778K 0.07% 202