Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
+53,239
New +$489K 0.02% 417
2020
Q1
Sell
-11,547
Closed -$125K 412
2019
Q4
$125K Hold
11,547
0.01% 371
2019
Q3
$113K Sell
11,547
-44,000
-79% -$431K 0.01% 380
2019
Q2
$638K Buy
+55,547
New +$638K 0.04% 226