Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
+930
New +$274K 0.36% 47
2018
Q4
Sell
-227
Closed -$33K 342
2018
Q3
$33K Hold
227
﹤0.01% 231
2018
Q2
$30K Buy
227
+32
+16% +$4.23K 0.03% 168
2018
Q1
$29K Buy
+195
New +$29K 0.03% 147