Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$682K Buy
+97,773
New +$682K 0.1% 190
2020
Q1
Sell
-31,807
Closed -$808K 293
2019
Q4
$808K Buy
+31,807
New +$808K 0.18% 220