Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+9,824
New +$240K 0.04% 326
2018
Q1
Sell
-3,183
Closed -$75K 751
2017
Q4
$75K Buy
+3,183
New +$75K 0.02% 551