Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.2K Sell
10,380
-1,500
-13% -$13K 0.02% 269
2025
Q1
$103K Buy
+11,880
New +$103K 0.03% 259
2019
Q2
Sell
-1,800
Closed -$20K 366
2019
Q1
$20K Hold
1,800
0.01% 313
2018
Q4
$10K Buy
+1,800
New +$10K 0.01% 198
2018
Q2
Sell
-100
Closed -$2K 606
2018
Q1
$2K Hold
100
﹤0.01% 560
2017
Q4
$1K Hold
100
﹤0.01% 577
2017
Q3
$1K Hold
100
﹤0.01% 743
2017
Q2
$2K Buy
+100
New +$2K ﹤0.01% 705