Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
5,242
+1,751
+50% +$677K 0.08% 181
2025
Q1
$1.34M Buy
+3,491
New +$1.34M 0.11% 141
2020
Q2
Sell
-73
Closed -$23K 75
2020
Q1
$23K Buy
+73
New +$23K 0.02% 146