Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
+2,174
New +$411K 0.04% 189
2018
Q1
Sell
-4,401
Closed -$379K 204
2017
Q4
$379K Buy
+4,401
New +$379K 0.09% 74