Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
4,943
-253
-5% -$16.1K 0.02% 338
2025
Q1
$357K Buy
5,196
+196
+4% +$13.5K 0.03% 296
2024
Q4
$295K Buy
+5,000
New +$295K 0.03% 357
2019
Q3
Sell
-114
Closed -$5K 831
2019
Q2
$5K Hold
114
﹤0.01% 590
2019
Q1
$5K Hold
114
﹤0.01% 574
2018
Q4
$5K Sell
114
-101
-47% -$4.43K ﹤0.01% 538
2018
Q3
$9K Sell
215
-142
-40% -$5.94K 0.01% 485
2018
Q2
$18K Sell
357
-34
-9% -$1.71K 0.01% 381
2018
Q1
$18K Sell
391
-122
-24% -$5.62K 0.01% 358
2017
Q4
$29K Buy
+513
New +$29K 0.02% 303