Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-190
Closed -$70.7K 118
2025
Q1
$70.7K Buy
+190
New +$70.7K 0.03% 65
2019
Q4
$201K Sell
960
-90
-9% -$18.8K 0.16% 63
2019
Q3
$227K Buy
+1,050
New +$227K 0.21% 60