Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
+14,394
New +$467K 0.02% 744
2019
Q4
Sell
-7,895
Closed -$241K 457
2019
Q3
$241K Buy
7,895
+131
+2% +$4K 0.07% 357
2019
Q2
$256K Buy
7,764
+315
+4% +$10.4K 0.08% 322
2019
Q1
$262K Buy
7,449
+3,305
+80% +$116K 0.09% 311
2018
Q4
$130K Buy
+4,144
New +$130K 0.06% 384
2018
Q1
$8K Hold
236
﹤0.01% 1155
2017
Q4
$8K Buy
+236
New +$8K ﹤0.01% 1142