Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69K Buy
+498
New +$69K 0.01% 726
2018
Q4
Sell
-1,065
Closed -$65K 505
2018
Q3
$65K Sell
1,065
-346
-25% -$21.1K 0.01% 555
2018
Q2
$94K Buy
1,411
+1
+0.1% +$67 0.02% 478
2018
Q1
$71K Buy
+1,410
New +$71K 0.02% 545