Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
+9,832
New +$285K 0.11% 70
2020
Q3
Sell
-10,923
Closed -$250K 59
2020
Q2
$250K Buy
+10,923
New +$250K 0.2% 43