Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,526
Closed -$560K 368
2025
Q1
$560K Buy
+1,526
New +$560K 0.18% 167
2019
Q1
Sell
-3,446
Closed -$496K 291
2018
Q4
$496K Buy
+3,446
New +$496K 0.39% 113