Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$634K Buy
30,517
+19
+0.1% +$395 0.01% 1297
2025
Q1
$540K Buy
30,498
+3,177
+12% +$56.3K 0.01% 1317
2024
Q4
$424K Buy
+27,321
New +$424K 0.01% 1412
2019
Q2
Sell
-21,346
Closed -$266K 1038
2019
Q1
$266K Sell
21,346
-786
-4% -$9.8K 0.01% 746
2018
Q4
$315K Buy
+22,132
New +$315K 0.01% 641