Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Hold
276
0.11% 140
2025
Q1
$257K Hold
276
0.08% 153
2024
Q4
$246K Buy
+276
New +$246K 0.08% 148
2019
Q3
Sell
-545
Closed -$200K 175
2019
Q2
$200K Buy
+545
New +$200K 0.07% 160