Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,118
Closed -$775K 831
2025
Q1
$775K Buy
+16,118
New +$775K 0.09% 210
2020
Q2
Sell
-1,084
Closed -$27K 511
2020
Q1
$27K Buy
+1,084
New +$27K 0.01% 623
2018
Q1
Sell
-1,352
Closed -$54K 244
2017
Q4
$54K Buy
+1,352
New +$54K 0.05% 664