Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,124
Closed -$250K 122
2024
Q4
$250K Buy
+2,124
New +$250K 0.08% 106
2019
Q3
$229K Buy
+3,186
New +$229K 0.07% 112