Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,722
Closed -$275K 860
2025
Q1
$275K Buy
+1,722
New +$275K ﹤0.01% 663
2021
Q2
Sell
-3,225
Closed -$228K 499
2021
Q1
$228K Buy
+3,225
New +$228K 0.01% 635
2019
Q1
Sell
-190
Closed -$8K 366
2018
Q4
$8K Buy
+190
New +$8K ﹤0.01% 557