Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,286
Closed -$247K 2064
2025
Q1
$247K Buy
+5,286
New +$247K 0.01% 728
2020
Q3
Sell
-6,865
Closed -$494K 1546
2020
Q2
$494K Buy
+6,865
New +$494K 0.06% 379
2018
Q4
Sell
-20,947
Closed -$964K 2010
2018
Q3
$964K Buy
+20,947
New +$964K 0.06% 344