Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$486K Buy
+12,711
New +$486K 0.01% 728
2017
Q1
Sell
-3,611
Closed -$223K 359
2016
Q4
$223K Sell
3,611
-1,859
-34% -$115K 0.06% 288
2016
Q3
$296K Buy
+5,470
New +$296K 0.07% 257