Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
+4,911
New +$236K 0.01% 1046
2024
Q1
Sell
-3,455
Closed -$236K 908
2023
Q4
$236K Buy
+3,455
New +$236K 0.01% 782
2019
Q1
Sell
-753
Closed -$32K 535
2018
Q4
$32K Buy
+753
New +$32K 0.01% 763
2018
Q1
$20K Sell
493
-31
-6% -$1.26K 0.01% 862
2017
Q4
$21K Buy
+524
New +$21K 0.01% 848