Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61K Buy
715
+182
+34% +$15.5K ﹤0.01% 829
2025
Q1
$49K Buy
+533
New +$49K ﹤0.01% 835
2020
Q1
Sell
-355
Closed -$45K 773
2019
Q4
$45K Hold
355
0.01% 286
2019
Q3
$36K Hold
355
0.01% 316
2019
Q2
$42K Sell
355
-7
-2% -$828 0.01% 331
2019
Q1
$60K Hold
362
0.01% 320
2018
Q4
$57K Buy
362
+355
+5,071% +$55.9K 0.01% 248
2018
Q3
$2K Hold
7
﹤0.01% 324
2018
Q2
$2K Buy
+7
New +$2K ﹤0.01% 300