Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Buy
784
+79
+11% +$28.2K ﹤0.01% 521
2025
Q1
$281K Buy
705
+10
+1% +$3.99K ﹤0.01% 489
2024
Q4
$250K Buy
+695
New +$250K ﹤0.01% 510
2018
Q3
Sell
-17
Closed -$2K 252
2018
Q2
$2K Sell
17
-27
-61% -$3.18K ﹤0.01% 741
2018
Q1
$6K Buy
+44
New +$6K ﹤0.01% 474