Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
+564
New +$269K 0.2% 198
2020
Q3
Sell
-972
Closed -$211K 396
2020
Q2
$211K Buy
+972
New +$211K 0.05% 483