Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.2K Buy
+274
New +$96.2K ﹤0.01% 286
2020
Q1
Hold
0
493
2019
Q4
Sell
-550
Closed -$122K 512
2019
Q3
$122K Buy
+550
New +$122K 0.01% 285
2014
Q2
Sell
-1,300
Closed -$100K 877
2014
Q1
$100K Buy
+1,300
New +$100K ﹤0.01% 657