Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
2,869
-155
-5% -$11.8K 0.01% 1084
2025
Q1
$211K Buy
+3,024
New +$211K 0.01% 1004
2019
Q1
Sell
-1,205
Closed -$50K 1221
2018
Q4
$50K Buy
+1,205
New +$50K 0.02% 642