Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,973
Closed -$1.2M 1088
2024
Q4
$1.2M Buy
+2,973
New +$1.2M ﹤0.01% 787
2021
Q2
Sell
-5,391
Closed -$1.33M 1617
2021
Q1
$1.33M Buy
+5,391
New +$1.33M ﹤0.01% 676
2020
Q4
Sell
-11,300
Closed -$2.42M 1122
2020
Q3
$2.42M Buy
+11,300
New +$2.42M 0.01% 384
2017
Q2
Sell
-2,136
Closed -$252K 1044
2017
Q1
$252K Buy
+2,136
New +$252K ﹤0.01% 736