Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$713K Buy
9,576
+1,009
+12% +$75.1K 0.02% 795
2025
Q1
$580K Buy
+8,567
New +$580K 0.02% 720
2020
Q4
Sell
-8,161
Closed -$425K 696
2020
Q3
$425K Buy
+8,161
New +$425K 0.03% 458