Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,407
Closed -$341K 1807
2024
Q4
$341K Buy
+1,407
New +$341K 0.01% 1328
2019
Q1
Sell
-7,345
Closed -$1.35M 127
2018
Q4
$1.35M Buy
+7,345
New +$1.35M 0.57% 48