Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Hold
170
﹤0.01% 308
2025
Q1
$20.5K Hold
170
﹤0.01% 308
2024
Q4
$19.8K Sell
170
-24
-12% -$2.8K ﹤0.01% 327
2024
Q3
$29.2K Buy
+194
New +$29.2K ﹤0.01% 320
2019
Q3
Sell
-5,500
Closed -$303K 334
2019
Q2
$303K Hold
5,500
0.04% 283
2019
Q1
$321K Hold
5,500
0.05% 275
2018
Q4
$285K Hold
5,500
0.05% 268
2018
Q3
$349K Hold
5,500
0.05% 279
2018
Q2
$344K Hold
5,500
0.05% 281
2018
Q1
$336K Hold
5,500
0.05% 275
2017
Q4
$350K Buy
+5,500
New +$350K 0.05% 265