Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$656K Buy
1,397
+71
+5% +$33.3K 0.07% 239
2025
Q1
$618K Buy
+1,326
New +$618K 0.07% 200
2021
Q1
Sell
-5
Closed -$1K 448
2020
Q4
$1K Buy
+5
New +$1K ﹤0.01% 742