Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
+2,726
New +$234K ﹤0.01% 807
2019
Q2
Sell
-1,607
Closed -$265K 392
2019
Q1
$265K Sell
1,607
-13
-0.8% -$2.14K 0.01% 263
2018
Q4
$258K Sell
1,620
-77
-5% -$12.3K 0.01% 265
2018
Q3
$388K Buy
1,697
+6
+0.4% +$1.37K 0.02% 224
2018
Q2
$411K Buy
+1,691
New +$411K 0.02% 210
2017
Q4
Sell
-856
Closed -$212K 364
2017
Q3
$212K Buy
+856
New +$212K 0.01% 338