Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
396
-118
-23% -$48.2K ﹤0.01% 381
2025
Q1
$170K Buy
514
+118
+30% +$39K ﹤0.01% 373
2024
Q4
$166K Hold
396
﹤0.01% 390
2024
Q3
$170K Buy
+396
New +$170K ﹤0.01% 389
2018
Q3
Sell
-3,015
Closed -$319K 212
2018
Q2
$319K Hold
3,015
0.02% 166
2018
Q1
$367K Hold
3,015
0.03% 166
2017
Q4
$408K Hold
3,015
0.03% 153
2017
Q3
$350K Hold
3,015
0.02% 160
2017
Q2
$341K Buy
+3,015
New +$341K 0.03% 165