Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$936K Buy
1,303
+82
+7% +$58.9K 0.07% 143
2025
Q1
$813K Buy
+1,221
New +$813K 0.07% 141
2021
Q4
Sell
-435
Closed -$324K 246
2021
Q3
$324K Buy
+435
New +$324K 0.09% 176