Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
3,433
+50
+1% +$3.72K 0.01% 405
2025
Q1
$229K Sell
3,383
-7
-0.2% -$474 0.01% 410
2024
Q4
$210K Buy
+3,390
New +$210K 0.01% 416
2020
Q4
Sell
-196
Closed -$10K 240
2020
Q3
$10K Buy
+196
New +$10K ﹤0.01% 417
2020
Q2
Sell
-196
Closed -$7.43K 217
2020
Q1
$7.43K Hold
196
﹤0.01% 444
2019
Q4
$6.81K Sell
196
-47
-19% -$1.63K ﹤0.01% 533
2019
Q3
$9.2K Buy
+243
New +$9.2K ﹤0.01% 466
2019
Q2
Sell
-12
Closed -$451 250
2019
Q1
$451 Buy
+12
New +$451 ﹤0.01% 679