Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
1,081
-105
-9% -$24.3K 0.02% 750
2025
Q1
$259K Buy
1,186
+21
+2% +$4.59K 0.02% 718
2024
Q4
$239K Buy
+1,165
New +$239K 0.02% 742
2018
Q2
Sell
-4,261
Closed -$458K 446
2018
Q1
$458K Buy
+4,261
New +$458K 0.08% 238