Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
+3,616
New +$393K 0.05% 538
2018
Q1
Sell
-5,983
Closed -$225K 1329
2017
Q4
$225K Buy
+5,983
New +$225K 0.01% 545