Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
1,510
+608
+67% +$179K ﹤0.01% 950
2025
Q1
$240K Buy
+902
New +$240K ﹤0.01% 1238
2019
Q3
Sell
-125
Closed -$18K 725
2019
Q2
$18K Buy
125
+22
+21% +$3.17K ﹤0.01% 824
2019
Q1
$16K Hold
103
﹤0.01% 788
2018
Q4
$17K Hold
103
﹤0.01% 733
2018
Q3
$21K Hold
103
﹤0.01% 648
2018
Q2
$18K Hold
103
﹤0.01% 845
2018
Q1
$15K Hold
103
﹤0.01% 905
2017
Q4
$14K Hold
103
﹤0.01% 903
2017
Q3
$12K Hold
103
﹤0.01% 782
2017
Q2
$13K Buy
+103
New +$13K ﹤0.01% 883