Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
4,700
+1,094
+30% +$92.9K 0.02% 508
2025
Q1
$261K Buy
+3,606
New +$261K 0.01% 474
2020
Q1
Sell
-42
Closed -$5K 662
2019
Q4
$5K Buy
+42
New +$5K ﹤0.01% 494