Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$580K Buy
12,590
+3,422
+37% +$158K ﹤0.01% 1606
2025
Q1
$400K Buy
+9,168
New +$400K ﹤0.01% 1714
2020
Q3
Sell
-778
Closed -$35K 981
2020
Q2
$35K Buy
+778
New +$35K ﹤0.01% 842