Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183 Hold
21
﹤0.01% 772
2025
Q1
$183 Buy
+21
New +$183 ﹤0.01% 752
2022
Q2
Sell
-11,152
Closed -$401K 273
2022
Q1
$401K Buy
11,152
+8,949
+406% +$322K 0.04% 145
2021
Q4
$104K Buy
+2,203
New +$104K 0.01% 283
2018
Q2
Sell
-20,445
Closed -$324K 172
2018
Q1
$324K Buy
20,445
+9,472
+86% +$150K 0.06% 132
2017
Q4
$160K Buy
+10,973
New +$160K 0.03% 166