Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.1K Buy
626
+118
+23% +$14.9K ﹤0.01% 1525
2025
Q1
$54.7K Sell
508
-4
-0.8% -$430 ﹤0.01% 1602
2024
Q4
$67.1K Buy
+512
New +$67.1K ﹤0.01% 1526
2024
Q2
Sell
-1,753
Closed -$214K 1257
2024
Q1
$214K Buy
+1,753
New +$214K ﹤0.01% 1067
2018
Q4
Sell
-5,791
Closed -$229K 475
2018
Q3
$229K Buy
5,791
+8
+0.1% +$316 0.01% 412
2018
Q2
$200K Buy
+5,783
New +$200K 0.01% 442