Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$722K Buy
23,075
+10,720
+87% +$336K 0.15% 144
2025
Q1
$387K Buy
+12,355
New +$387K 0.1% 194
2017
Q2
Sell
-373
Closed -$11.2K 284
2017
Q1
$11.2K Buy
+373
New +$11.2K 0.01% 543