Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
34,408
-34,503
-50% -$374K 0.01% 785
2025
Q1
$691K Buy
+68,911
New +$691K 0.01% 483
2020
Q4
Sell
-16,210
Closed -$108K 547
2020
Q3
$108K Buy
+16,210
New +$108K 0.01% 412
2020
Q2
Sell
-137,870
Closed -$666K 540
2020
Q1
$666K Buy
+137,870
New +$666K 0.06% 179