Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-130
Closed -$48.4K 876
2025
Q1
$48.4K Buy
+130
New +$48.4K ﹤0.01% 575
2024
Q4
Hold
0
816
2019
Q3
Sell
-700
Closed -$144K 646
2019
Q2
$144K Buy
+700
New +$144K 0.01% 400
2016
Q4
Sell
-1,900
Closed -$221K 564
2016
Q3
$221K Hold
1,900
0.01% 379
2016
Q2
$228K Hold
1,900
0.02% 383
2016
Q1
$204K Buy
+1,900
New +$204K 0.01% 372