Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Buy
9,389
+279
+3% +$15.2K 0.09% 156
2025
Q1
$459K Buy
+9,110
New +$459K 0.09% 163
2023
Q2
Sell
-129
Closed -$4.19K 486
2023
Q1
$4.19K Buy
+129
New +$4.19K ﹤0.01% 515