Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Buy
+6,301
New +$334K 0.04% 610
2020
Q4
Hold
0
688
2020
Q3
Hold
0
525
2020
Q1
Sell
-8,394
Closed -$356K 662
2019
Q4
$356K Buy
+8,394
New +$356K ﹤0.01% 346
2018
Q4
Sell
-4,503
Closed -$202K 1179
2018
Q3
$202K Buy
+4,503
New +$202K ﹤0.01% 806
2018
Q2
Hold
0
1056
2018
Q1
Hold
0
1167