Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
+5,316
New +$217K 0.03% 271
2020
Q1
Sell
-5,836
Closed -$273K 323
2019
Q4
$273K Buy
+5,836
New +$273K 0.06% 237