Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$697K Buy
4,420
+1,970
+80% +$310K 0.03% 340
2025
Q1
$432K Buy
+2,450
New +$432K 0.02% 400
2019
Q3
Sell
-1,000
Closed -$161K 579
2019
Q2
$161K Buy
+1,000
New +$161K 0.01% 378