Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
1,325
+6
+0.5% +$1.14K 0.15% 99
2025
Q1
$231K Buy
+1,319
New +$231K 0.15% 101
2024
Q4
Sell
-1,123
Closed -$219K 105
2024
Q3
$219K Buy
+1,123
New +$219K 0.15% 100
2018
Q4
Sell
-521
Closed -$42K 93
2018
Q3
$42K Buy
521
+3
+0.6% +$242 0.04% 172
2018
Q2
$48K Buy
518
+3
+0.6% +$278 0.05% 158
2018
Q1
$49K Buy
+515
New +$49K 0.04% 162