Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
681
-14
-2% -$5.72K 0.01% 959
2025
Q1
$230K Sell
695
-547
-44% -$181K 0.01% 952
2024
Q4
$520K Buy
1,242
+451
+57% +$189K 0.02% 612
2024
Q3
$339K Buy
791
+65
+9% +$27.8K 0.01% 716
2024
Q2
$265K Buy
+726
New +$265K 0.01% 810
2019
Q1
Sell
-15
Closed -$1K 956
2018
Q4
$1K Buy
+15
New +$1K ﹤0.01% 1680