Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-265
Closed -$6.73K 1084
2025
Q1
$6.73K Buy
+265
New +$6.73K ﹤0.01% 716
2019
Q4
Sell
-5,630
Closed -$67K 517
2019
Q3
$67K Hold
5,630
0.04% 221
2019
Q2
$59K Hold
5,630
0.04% 256
2019
Q1
$48K Buy
+5,630
New +$48K 0.04% 282
2018
Q3
$68K Buy
+5,630
New +$68K 0.03% 324