Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
+2,028
New +$290K 0.01% 625
2020
Q3
Hold
0
170
2020
Q2
Hold
0
256
2015
Q3
Sell
-5,100
Closed -$206K 88
2015
Q2
$206K Buy
+5,100
New +$206K 0.02% 72