Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.1K Buy
571
+6
+1% +$831 0.01% 544
2025
Q1
$90.2K Buy
565
+9
+2% +$1.44K 0.01% 473
2024
Q4
$74K Buy
+556
New +$74K 0.01% 488
2019
Q4
Sell
-60
Closed -$4K 422
2019
Q3
$4K Hold
60
﹤0.01% 884
2019
Q2
$3K Sell
60
-63
-51% -$3.15K ﹤0.01% 931
2019
Q1
$7K Buy
+123
New +$7K ﹤0.01% 842