Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
1,459
-152
-9% -$31.7K 0.01% 916
2025
Q1
$350K Buy
+1,611
New +$350K 0.01% 752
2019
Q1
Sell
-143
Closed -$9K 901
2018
Q4
$9K Buy
+143
New +$9K ﹤0.01% 1169
2018
Q1
$7K Hold
123
﹤0.01% 1203
2017
Q4
$7K Buy
+123
New +$7K ﹤0.01% 1181