Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Buy
6,199
+82
+1% +$6.63K 0.02% 626
2025
Q1
$498K Buy
6,117
+771
+14% +$62.8K 0.02% 615
2024
Q4
$390K Buy
+5,346
New +$390K 0.01% 701
2016
Q3
Sell
-7,566
Closed -$241K 864
2016
Q2
$241K Buy
+7,566
New +$241K 0.04% 554