Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$863K Buy
+12,836
New +$863K 0.02% 223
2020
Q1
Sell
-4,247
Closed -$372K 301
2019
Q4
$372K Buy
+4,247
New +$372K 0.01% 110