Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,360
Closed -$256K 1017
2025
Q1
$256K Buy
+9,360
New +$256K 0.01% 339
2024
Q4
Sell
-5,763
Closed -$207K 546
2024
Q3
$207K Buy
+5,763
New +$207K 0.01% 424
2018
Q1
Sell
-23,400
Closed -$492K 293
2017
Q4
$492K Buy
+23,400
New +$492K 0.05% 204