Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
2,442
+98
+4% +$20.5K 0.01% 907
2025
Q1
$425K Buy
+2,344
New +$425K 0.01% 814
2020
Q4
Sell
-3,350
Closed -$207K 881
2020
Q3
$207K Buy
+3,350
New +$207K 0.02% 666