Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$714K Buy
13,855
+134
+1% +$6.91K 0.04% 369
2025
Q1
$734K Buy
+13,721
New +$734K 0.04% 350
2018
Q3
Sell
-134
Closed -$5K 1458
2018
Q2
$5K Buy
+134
New +$5K ﹤0.01% 1797