Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-250
Closed -$236K 78
2025
Q1
$236K Buy
+250
New +$236K 0.02% 87
2020
Q1
Sell
-47,300
Closed -$13.9M 20
2019
Q4
$13.9M Buy
+47,300
New +$13.9M 2.14% 12