Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,000
Closed -$853K 840
2024
Q4
$853K Buy
+20,000
New +$853K 0.01% 402
2019
Q3
Hold
0
958
2019
Q2
Hold
0
910
2019
Q1
Hold
0
907