Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,290
Closed -$622K 503
2025
Q1
$622K Buy
+2,290
New +$622K 0.01% 362
2020
Q2
Sell
-22,390
Closed -$1.74M 375
2020
Q1
$1.74M Buy
22,390
+10,800
+93% +$839K 0.02% 214
2019
Q4
$1.1M Buy
+11,590
New +$1.1M 0.01% 246