Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
6,027
-8,000
-57% -$2.65M 0.01% 342
2025
Q1
$4.89M Buy
+14,027
New +$4.89M 0.05% 227
2020
Q1
Sell
-3,873
Closed -$1.11K 462
2019
Q4
$1.11K Buy
+3,873
New +$1.11K ﹤0.01% 204