Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-43,705
Closed -$411K 364
2024
Q4
$411K Buy
+43,705
New +$411K 0.01% 273
2017
Q1
Sell
-90,000
Closed -$959K 235
2016
Q4
$959K Buy
+90,000
New +$959K 0.06% 134