Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
+10,000
New +$299K 0.05% 170
2018
Q4
Sell
-5,237
Closed -$230K 139
2018
Q3
$230K Buy
+5,237
New +$230K 0.06% 171