Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92K Buy
+30,504
New +$92K ﹤0.01% 878
2017
Q1
Sell
-16,000
Closed -$29K 537
2016
Q4
$29K Buy
+16,000
New +$29K ﹤0.01% 372