Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$765K Buy
+3,469
New +$765K 0.01% 483
2019
Q2
Sell
-4,500
Closed -$225K 901
2019
Q1
$225K Buy
+4,500
New +$225K 0.01% 834
2018
Q1
Sell
-4,500
Closed -$203K 909
2017
Q4
$203K Hold
4,500
0.01% 861
2017
Q3
$303K Hold
4,500
0.01% 789
2017
Q2
$270K Hold
4,500
0.01% 774
2017
Q1
$298K Hold
4,500
0.01% 765
2016
Q4
$317K Hold
4,500
0.01% 744
2016
Q3
$266K Buy
+4,500
New +$266K 0.01% 773