Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
478
-141
-23% -$68.7K 0.05% 289
2025
Q1
$381K Buy
+619
New +$381K 0.11% 225
2023
Q3
Sell
-417
Closed -$226K 278
2023
Q2
$226K Buy
+417
New +$226K 0.13% 237
2019
Q3
Sell
-600
Closed -$217K 342
2019
Q2
$217K Buy
600
+500
+500% +$181K 0.08% 254
2019
Q1
$32K Buy
+100
New +$32K 0.01% 384