Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42K Buy
+335
New +$42K 0.02% 433
2024
Q3
Sell
-1,000
Closed -$106K 818
2024
Q2
$106K Buy
+1,000
New +$106K 0.07% 172
2022
Q2
Sell
-508
Closed -$21K 915
2022
Q1
$21K Buy
+508
New +$21K 0.02% 351
2019
Q2
Sell
-37,588
Closed -$698K 1118
2019
Q1
$698K Buy
+37,588
New +$698K 0.24% 59
2018
Q4
Hold
0
983
2018
Q3
Hold
0
1204
2018
Q2
Hold
0
971