Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Buy
+10,918
New +$111K 0.01% 468
2021
Q3
Sell
-5,068
Closed -$541K 464
2021
Q2
$541K Buy
+5,068
New +$541K 0.1% 237
2021
Q1
Sell
-8,845
Closed -$889K 827
2020
Q4
$889K Buy
+8,845
New +$889K 0.14% 174
2020
Q3
Sell
-4,014
Closed -$164K 709
2020
Q2
$164K Buy
+4,014
New +$164K 0.06% 393