Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-64,883
Closed -$6.83M 172
2025
Q1
$6.83M Buy
+64,883
New +$6.83M 0.18% 71
2020
Q3
Sell
-12,113
Closed -$2.43M 170
2020
Q2
$2.43M Buy
+12,113
New +$2.43M 0.21% 66
2019
Q3
Hold
0
175
2019
Q2
Hold
0
133