Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
7,846
+1,752
+29% +$67.3K 0.04% 246
2025
Q1
$236K Buy
+6,094
New +$236K 0.03% 256
2019
Q1
Sell
-4,874
Closed -$244K 134
2018
Q4
$244K Buy
+4,874
New +$244K 0.06% 173
2018
Q3
Sell
-164
Closed -$8K 440
2018
Q2
$8K Buy
164
+40
+32% +$1.95K ﹤0.01% 562
2018
Q1
$6K Sell
124
-50
-29% -$2.42K ﹤0.01% 637
2017
Q4
$8K Buy
+174
New +$8K ﹤0.01% 610