Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
911
2023
Q3
Hold
0
740
2023
Q2
Hold
0
762
2017
Q1
Sell
-5,047
Closed -$116K 568
2016
Q4
$116K Buy
+5,047
New +$116K 0.01% 441