Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-21,705
Closed -$257K 674
2024
Q4
$257K Buy
+21,705
New +$257K 0.01% 640
2020
Q1
Sell
-40,000
Closed -$1.54M 67
2019
Q4
$1.54M Buy
+40,000
New +$1.54M 0.2% 36