Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
768
2025
Q1
Hold
0
718
2017
Q2
Sell
-1,250
Closed -$98K 486
2017
Q1
$98K Buy
+1,250
New +$98K 0.01% 435