Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
1,902
-975
-34% -$122K 0.04% 330
2025
Q1
$394K Buy
+2,877
New +$394K 0.05% 320
2019
Q1
Sell
-227
Closed -$80K 231
2018
Q4
$80K Buy
+227
New +$80K 0.06% 263