Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
1,112
-4,719
-81% -$892K ﹤0.01% 1088
2025
Q1
$1.37M Buy
+5,831
New +$1.37M 0.03% 470
2019
Q2
Sell
-3,000
Closed -$309K 456
2019
Q1
$309K Buy
+3,000
New +$309K 0.05% 348