Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$747K Buy
+4,905
New +$747K 0.08% 197
2021
Q1
Sell
-715
Closed -$104K 473
2020
Q4
$104K Buy
+715
New +$104K 0.04% 120