Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$887K Buy
9,506
+629
+7% +$58.7K 0.02% 307
2025
Q1
$647K Buy
8,877
+1,387
+19% +$101K 0.02% 322
2024
Q4
$452K Buy
+7,490
New +$452K 0.01% 344
2020
Q4
Sell
-13,396
Closed -$489K 452
2020
Q3
$489K Buy
+13,396
New +$489K 0.02% 317