Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
1,227
+2
+0.2% +$589 0.01% 149
2025
Q1
$305K Buy
+1,225
New +$305K 0.01% 152
2017
Q1
Sell
-1,302
Closed -$207K 114
2016
Q4
$207K Buy
+1,302
New +$207K 0.02% 106