Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.5K Buy
1,893
+160
+9% +$7.99K ﹤0.01% 1442
2025
Q1
$57.3K Sell
1,733
-59
-3% -$1.95K ﹤0.01% 1582
2024
Q4
$68.8K Buy
+1,792
New +$68.8K ﹤0.01% 1513
2019
Q1
Sell
-21,965
Closed -$126K 462
2018
Q4
$126K Buy
+21,965
New +$126K 0.01% 410