Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$705K Buy
67,020
+43,240
+182% +$455K 0.06% 192
2025
Q1
$295K Buy
+23,780
New +$295K 0.03% 312
2020
Q1
Sell
-1,000
Closed -$20K 1467
2019
Q4
$20K Buy
+1,000
New +$20K 0.01% 900