Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,157
Closed -$217K 751
2025
Q1
$217K Buy
+3,157
New +$217K 0.01% 640
2020
Q1
Sell
-7,655
Closed -$441K 417
2019
Q4
$441K Buy
+7,655
New +$441K 0.08% 251