Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,650
Closed -$1.47M 946
2025
Q1
$1.47M Buy
+4,650
New +$1.47M 0.02% 426
2024
Q1
Sell
-552
Closed -$200K 996
2023
Q4
$200K Buy
+552
New +$200K ﹤0.01% 882
2020
Q1
Sell
-90
Closed -$23K 482
2019
Q4
$23K Hold
90
﹤0.01% 387
2019
Q3
$20K Buy
+90
New +$20K ﹤0.01% 415