Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-378
Closed -$3.09M 391
2024
Q4
$3.09M Buy
+378
New +$3.09M 0.23% 106
2020
Q1
Sell
-1,000
Closed -$3.81M 98
2019
Q4
$3.81M Buy
+1,000
New +$3.81M 0.22% 76