Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
+1,000
New +$275K ﹤0.01% 527
2024
Q4
Sell
-1,000
Closed -$208K 583
2024
Q3
$208K Hold
1,000
﹤0.01% 538
2024
Q2
$235K Buy
+1,000
New +$235K ﹤0.01% 500
2018
Q3
Sell
-2,160
Closed -$59K 552
2018
Q2
$59K Sell
2,160
-400
-16% -$10.9K 0.01% 382
2018
Q1
$69K Buy
+2,560
New +$69K 0.01% 305