Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
+5,953
New +$229K 0.01% 715
2020
Q4
Sell
-127
Closed -$6K 481
2020
Q3
$6K Buy
+127
New +$6K ﹤0.01% 357
2019
Q2
Sell
-400
Closed -$21K 525
2019
Q1
$21K Buy
+400
New +$21K 0.01% 303
2017
Q4
Sell
-945
Closed -$48K 506
2017
Q3
$48K Hold
945
0.02% 273
2017
Q2
$51K Hold
945
0.03% 123
2017
Q1
$50K Buy
+945
New +$50K 0.03% 157