Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,480
Closed -$202K 1762
2024
Q4
$202K Buy
+3,480
New +$202K 0.03% 815
2024
Q3
Sell
-8,734
Closed -$560K 1942
2024
Q2
$560K Buy
+8,734
New +$560K 0.01% 484
2018
Q4
Hold
0
1452
2018
Q3
Hold
0
1421
2018
Q2
Sell
-12,758
Closed -$207K 1289
2018
Q1
$207K Buy
+12,758
New +$207K ﹤0.01% 816
2017
Q4
Sell
-10,941
Closed -$196K 1246
2017
Q3
$196K Buy
+10,941
New +$196K 0.02% 549