Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Hold
450
0.07% 113
2025
Q1
$298K Buy
+450
New +$298K 0.06% 122
2020
Q4
Sell
-519
Closed -$192K 253
2020
Q3
$192K Buy
+519
New +$192K 0.08% 103