Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+229
New +$205K 0.03% 299
2018
Q3
Sell
-56
Closed -$6K 536
2018
Q2
$6K Hold
56
﹤0.01% 625
2018
Q1
$6K Buy
56
+3
+6% +$321 ﹤0.01% 640
2017
Q4
$6K Buy
+53
New +$6K ﹤0.01% 702