Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,475
Closed -$211K 731
2024
Q4
$211K Buy
+10,475
New +$211K 0.02% 534
2018
Q1
Sell
-8,281
Closed -$371K 200
2017
Q4
$371K Buy
+8,281
New +$371K 0.09% 77