Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2
Closed -$219 1775
2024
Q4
$219 Buy
+2
New +$219 ﹤0.01% 1703
2022
Q2
Sell
-200
Closed -$15K 2199
2022
Q1
$15K Hold
200
﹤0.01% 1585
2021
Q4
$26K Buy
+200
New +$26K ﹤0.01% 1478
2018
Q1
Sell
-66,059
Closed -$835K 673
2017
Q4
$835K Sell
66,059
-7,711
-10% -$97.5K 0.04% 335
2017
Q3
$716K Buy
73,770
+200
+0.3% +$1.94K 0.04% 388
2017
Q2
$567K Buy
73,570
+3,570
+5% +$27.5K 0.04% 396
2017
Q1
$495K Buy
+70,000
New +$495K 0.03% 413