Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-422
Closed -$253K 1175
2024
Q4
$253K Buy
+422
New +$253K 0.01% 807
2017
Q2
Sell
-8,549
Closed -$831K 306
2017
Q1
$831K Buy
+8,549
New +$831K 0.07% 150