Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,976
Closed -$299K 973
2024
Q4
$299K Buy
+7,976
New +$299K 0.01% 753
2017
Q2
Sell
-6,036
Closed -$227K 226
2017
Q1
$227K Buy
+6,036
New +$227K 0.02% 276