Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
11,373
-1,289
-10% -$28.2K 0.01% 1014
2025
Q1
$248K Buy
+12,662
New +$248K 0.01% 907
2019
Q1
Sell
-895
Closed -$9K 1000
2018
Q4
$9K Buy
+895
New +$9K ﹤0.01% 1172
2018
Q1
$93K Buy
5,494
+5
+0.1% +$85 0.04% 456
2017
Q4
$101K Buy
+5,489
New +$101K 0.05% 431