Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
32,410
+7,172
+28% +$58.7K 0.02% 462
2025
Q1
$148K Buy
+25,238
New +$148K 0.02% 415
2019
Q1
Sell
-16,762
Closed -$183K 677
2018
Q4
$183K Buy
+16,762
New +$183K 0.02% 505