Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-645
Closed -$217K 381
2025
Q1
$217K Buy
645
+52
+9% +$17.5K 0.04% 264
2024
Q4
$201K Buy
+593
New +$201K 0.04% 256
2020
Q2
Sell
-1,903
Closed -$207K 145
2020
Q1
$207K Buy
+1,903
New +$207K 0.1% 120