Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,400
Closed -$246K 985
2025
Q1
$246K Buy
+1,400
New +$246K 0.01% 347
2024
Q4
Sell
-1,380
Closed -$265K 503
2024
Q3
$265K Buy
+1,380
New +$265K 0.01% 383
2018
Q1
Sell
-2,704
Closed -$221K 235
2017
Q4
$221K Buy
+2,704
New +$221K 0.02% 368