Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
+292
New +$262K 0.02% 191
2024
Q4
Sell
-266
Closed -$206K 220
2024
Q3
$206K Buy
266
+13
+5% +$10.1K 0.02% 219
2024
Q2
$209K Buy
+253
New +$209K 0.02% 206
2019
Q1
Sell
-1,420
Closed -$127K 474
2018
Q4
$127K Hold
1,420
0.02% 305
2018
Q3
$144K Hold
1,420
0.02% 316
2018
Q2
$146K Hold
1,420
0.02% 321
2018
Q1
$155K Hold
1,420
0.02% 319
2017
Q4
$149K Hold
1,420
0.02% 330
2017
Q3
$151K Hold
1,420
0.02% 315
2017
Q2
$130K Hold
1,420
0.02% 311
2017
Q1
$135K Buy
+1,420
New +$135K 0.02% 304