Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Buy
923
+32
+4% +$11.4K 0.02% 271
2025
Q1
$242K Buy
891
+9
+1% +$2.45K 0.02% 292
2024
Q4
$293K Buy
+882
New +$293K 0.02% 281
2018
Q4
Sell
-10
Closed -$1K 211
2018
Q3
$1K Hold
10
﹤0.01% 570
2018
Q2
$1K Hold
10
﹤0.01% 544
2018
Q1
$1K Buy
+10
New +$1K ﹤0.01% 626