Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
2,899
+140
+5% +$12.8K 0.01% 987
2025
Q1
$252K Buy
+2,759
New +$252K 0.01% 893
2020
Q2
Sell
-4,568
Closed -$251K 460
2020
Q1
$251K Sell
4,568
-166
-4% -$9.12K 0.09% 312
2019
Q4
$341K Buy
+4,734
New +$341K 0.09% 300
2019
Q1
Sell
-142
Closed -$8K 702
2018
Q4
$8K Buy
+142
New +$8K ﹤0.01% 1202
2018
Q1
$4K Hold
59
﹤0.01% 1363
2017
Q4
$4K Buy
+59
New +$4K ﹤0.01% 1345