Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
3,394
+259
+8% +$21.1K 0.13% 112
2025
Q1
$311K Buy
+3,135
New +$311K 0.18% 96
2021
Q3
$3K Buy
41
+9
+28% +$659 ﹤0.01% 672
2021
Q2
$2K Buy
+32
New +$2K ﹤0.01% 763
2020
Q2
Sell
-59
Closed -$9 556
2020
Q1
$9 Sell
59
-163
-73% -$25 ﹤0.01% 964
2019
Q4
$16.8K Buy
+222
New +$16.8K 0.01% 394