Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1110
2025
Q1
Hold
0
678
2019
Q1
Hold
0
104
2018
Q4
Hold
0
78
2018
Q2
Sell
-2,525
Closed -$201K 164
2018
Q1
$201K Sell
2,525
-2,000
-44% -$159K 0.01% 98
2017
Q4
$410K Buy
+4,525
New +$410K 0.04% 236