Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Buy
+5,050
New +$533K 0.06% 276
2021
Q2
Sell
-4,352
Closed -$223K 89
2021
Q1
$223K Buy
4,352
+1,686
+63% +$86.4K 0.08% 60
2020
Q4
$119K Buy
+2,666
New +$119K 0.04% 102