Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Buy
+10,358
New +$121K 0.01% 326
2020
Q2
Sell
-20,647
Closed -$101K 226
2020
Q1
$101K Sell
20,647
-3,481
-14% -$17K 0.03% 193
2019
Q4
$410K Buy
+24,128
New +$410K 0.1% 120