Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
825
-85
-9% -$21.9K 0.01% 408
2025
Q1
$204K Sell
910
-279
-23% -$62.5K 0.02% 406
2024
Q4
$272K Buy
1,189
+84
+8% +$19.2K 0.02% 374
2024
Q3
$270K Buy
+1,105
New +$270K 0.03% 347
2019
Q3
Sell
-3
Closed 695
2019
Q2
$0 Hold
3
﹤0.01% 963
2019
Q1
$0 Hold
3
﹤0.01% 970
2018
Q4
$0 Hold
3
﹤0.01% 977
2018
Q3
$0 Buy
+3
New ﹤0.01% 983