Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-896
Closed -$206K 350
2024
Q4
$206K Buy
896
+30
+3% +$6.88K 0.01% 335
2024
Q3
$241K Buy
866
+21
+2% +$5.84K 0.01% 290
2024
Q2
$211K Buy
845
+22
+3% +$5.5K 0.01% 294
2024
Q1
$206K Buy
+823
New +$206K 0.01% 285
2018
Q4
Sell
-360
Closed -$35K 183
2018
Q3
$35K Sell
360
-68
-16% -$6.61K 0.01% 195
2018
Q2
$37K Hold
428
0.02% 179
2018
Q1
$37K Buy
+428
New +$37K 0.02% 182