Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,578
Closed -$254K 382
2025
Q1
$254K Buy
+4,578
New +$254K 0.04% 230
2020
Q4
Sell
-4,279
Closed -$214K 168
2020
Q3
$214K Buy
+4,279
New +$214K 0.07% 148