Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$424K Buy
1,462
+1
+0.1% +$290 0.06% 275
2025
Q1
$433K Buy
1,461
+90
+7% +$26.7K 0.07% 267
2024
Q4
$379K Buy
1,371
+600
+78% +$166K 0.06% 286
2024
Q3
$222K Buy
+771
New +$222K 0.03% 380
2018
Q3
Sell
-321
Closed -$41K 305
2018
Q2
$41K Buy
+321
New +$41K 0.03% 397