Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$625K Buy
8,245
+4,242
+106% +$321K 0.25% 95
2025
Q1
$286K Buy
4,003
+11
+0.3% +$785 0.12% 117
2024
Q4
$350K Buy
+3,992
New +$350K 0.14% 107
2020
Q2
Sell
-200
Closed -$11K 181
2020
Q1
$11K Buy
+200
New +$11K 0.02% 131