Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-23,132
Closed -$121K 495
2025
Q1
$121K Buy
+23,132
New +$121K 0.02% 427
2020
Q4
Sell
-84,145
Closed -$329K 295
2020
Q3
$329K Buy
+84,145
New +$329K 0.2% 156