Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,740
Closed -$232K 890
2024
Q4
$232K Buy
+3,740
New +$232K 0.01% 701
2017
Q3
Sell
-17,537
Closed -$612K 221
2017
Q2
$612K Buy
+17,537
New +$612K 0.19% 180