Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
1,369
+124
+10% +$39.4K 0.13% 113
2025
Q1
$323K Buy
+1,245
New +$323K 0.11% 124
2020
Q1
Sell
-30
Closed 469
2019
Q4
$0 Buy
+30
New ﹤0.01% 553