Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-32,333
Closed -$245K 2143
2024
Q4
$245K Buy
+32,333
New +$245K 0.02% 1320
2020
Q2
Sell
-24,853
Closed -$163K 1178
2020
Q1
$163K Buy
+24,853
New +$163K 0.04% 810
2018
Q3
Sell
-15,900
Closed -$181K 1947
2018
Q2
$181K Buy
+15,900
New +$181K 0.01% 1551