Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,247
Closed -$181K 444
2025
Q1
$181K Buy
+15,247
New +$181K 0.02% 381
2020
Q1
Sell
-4,982
Closed -$214K 173
2019
Q4
$214K Buy
+4,982
New +$214K 0.1% 155