Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
5,940
+302
+5% +$11.3K 0.01% 1078
2025
Q1
$221K Buy
+5,638
New +$221K 0.01% 980
2019
Q1
Sell
-30
Closed 1543
2018
Q4
$0 Buy
+30
New ﹤0.01% 1922
2018
Q1
$2K Hold
69
﹤0.01% 1572
2017
Q4
$2K Buy
+69
New +$2K ﹤0.01% 1526