Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Buy
2,964
+1,112
+60% +$215K 0.18% 85
2025
Q1
$217K Buy
+1,852
New +$217K 0.07% 161
2019
Q4
Sell
-7,646
Closed -$204K 656
2019
Q3
$204K Buy
+7,646
New +$204K 0.01% 601