Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
1,392
+8
+0.6% +$2.36K 0.16% 201
2025
Q1
$344K Buy
+1,384
New +$344K 0.14% 213
2020
Q1
Sell
-188
Closed -$24K 296
2019
Q4
$24K Buy
+188
New +$24K 0.02% 355