Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
19,492
+6,415
+49% +$115K 0.09% 385
2025
Q1
$271K Buy
+13,077
New +$271K 0.08% 425
2021
Q1
Sell
-6,270
Closed -$269K 946
2020
Q4
$269K Buy
+6,270
New +$269K 0.09% 413