Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
+2,746
New +$293K 0.01% 732
2018
Q2
Sell
-3,781
Closed -$233K 310
2018
Q1
$233K Sell
3,781
-452
-11% -$27.9K 0.03% 259
2017
Q4
$234K Buy
+4,233
New +$234K 0.03% 253