Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2
Closed -$174 306
2025
Q1
$174 Buy
+2
New +$174 ﹤0.01% 288
2020
Q2
Sell
-674
Closed -$23K 286
2020
Q1
$23K Hold
674
0.03% 195
2019
Q4
$36K Sell
674
-2,966
-81% -$158K 0.03% 194
2019
Q3
$190K Sell
3,640
-674
-16% -$35.2K 0.18% 133
2019
Q2
$236K Hold
4,314
0.23% 120
2019
Q1
$216K Hold
4,314
0.22% 123
2018
Q4
$197K Buy
+4,314
New +$197K 0.24% 117