Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
1,279
-22
-2% -$3.96K 0.01% 1060
2025
Q1
$234K Sell
1,301
-677
-34% -$122K 0.01% 944
2024
Q4
$390K Buy
+1,978
New +$390K 0.01% 725
2019
Q1
Sell
-79
Closed -$5K 870
2018
Q4
$5K Buy
+79
New +$5K ﹤0.01% 1358
2018
Q1
$2K Hold
40
﹤0.01% 1535
2017
Q4
$2K Buy
+40
New +$2K ﹤0.01% 1493