Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
3,998
+341
+9% +$30.5K 0.01% 845
2025
Q1
$277K Sell
3,657
-254
-6% -$19.3K 0.01% 848
2024
Q4
$302K Buy
+3,911
New +$302K 0.01% 837
2019
Q1
Sell
-120
Closed -$3K 1192
2018
Q4
$3K Buy
+120
New +$3K ﹤0.01% 1497
2018
Q1
$3K Sell
120
-15
-11% -$375 ﹤0.01% 1458
2017
Q4
$3K Buy
+135
New +$3K ﹤0.01% 1429