Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Buy
+1,707
New +$305K ﹤0.01% 569
2020
Q3
Sell
-166
Closed -$19K 361
2020
Q2
$19K Sell
166
-539
-76% -$61.7K ﹤0.01% 631
2020
Q1
$66K Sell
705
-123
-15% -$11.5K 0.01% 389
2019
Q4
$118K Buy
+828
New +$118K 0.01% 311
2017
Q2
Sell
-33
Closed -$2K 539
2017
Q1
$2K Buy
+33
New +$2K ﹤0.01% 574