Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-972
Closed -$82K 1132
2025
Q1
$82K Buy
+972
New +$82K ﹤0.01% 447
2021
Q1
Sell
-2,085
Closed -$202K 950
2020
Q4
$202K Buy
+2,085
New +$202K ﹤0.01% 742