Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
+1,217
New +$265K 0.01% 982
2025
Q1
Sell
-2,770
Closed -$399K 1137
2024
Q4
$399K Buy
+2,770
New +$399K 0.02% 714
2023
Q4
Sell
-1,599
Closed -$203K 916
2023
Q3
$203K Buy
+1,599
New +$203K 0.02% 749
2019
Q1
Sell
-80
Closed -$1K 1041
2018
Q4
$1K Buy
+80
New +$1K ﹤0.01% 1685
2018
Q1
$2K Sell
80
-4
-5% -$100 ﹤0.01% 1539
2017
Q4
$2K Buy
+84
New +$2K ﹤0.01% 1498