Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,848
Closed -$233K 522
2025
Q1
$233K Buy
+4,848
New +$233K 0.02% 488
2019
Q3
Sell
-5,955
Closed -$270K 276
2019
Q2
$270K Buy
+5,955
New +$270K 0.05% 132