Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
3,209
+654
+26% +$87K 0.2% 102
2025
Q1
$295K Buy
+2,555
New +$295K 0.15% 125
2021
Q1
Sell
-30
Closed -$1K 409
2020
Q4
$1K Buy
+30
New +$1K ﹤0.01% 411
2019
Q3
Sell
-98
Closed -$2K 441
2019
Q2
$2K Buy
+98
New +$2K ﹤0.01% 463