Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$681K Buy
+7,087
New +$681K 0.05% 244
2019
Q3
Sell
-200
Closed -$13K 172
2019
Q2
$13K Hold
200
0.01% 453
2019
Q1
$13K Hold
200
0.01% 431
2018
Q4
$12K Hold
200
0.01% 410
2018
Q3
$11K Hold
200
0.01% 447
2018
Q2
$11K Buy
200
+9
+5% +$495 0.01% 444
2018
Q1
$9K Sell
191
-39
-17% -$1.84K 0.01% 436
2017
Q4
$13K Buy
+230
New +$13K 0.01% 400