Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
1,608
+156
+11% +$24.5K 0.01% 930
2025
Q1
$256K Buy
+1,452
New +$256K 0.01% 894
2018
Q1
Sell
-2,256
Closed -$221K 858
2017
Q4
$221K Buy
2,256
+17
+0.8% +$1.67K 0.03% 672
2017
Q3
$213K Buy
+2,239
New +$213K 0.03% 685