Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,858
Closed -$1.07M 1103
2024
Q4
$1.07M Buy
+4,858
New +$1.07M 0.04% 366
2017
Q2
Sell
-2,676
Closed -$445K 274
2017
Q1
$445K Buy
+2,676
New +$445K 0.04% 219