Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4767
2025
Q1
Sell
-1
Closed -$26 4731
2024
Q4
$26 Buy
+1
New +$26 ﹤0.01% 4415
2018
Q2
Sell
-16,307
Closed -$581K 4038
2018
Q1
$581K Hold
16,307
0.03% 563
2017
Q4
$581K Buy
+16,307
New +$581K 0.03% 560
2016
Q4
Hold
0
4120
2016
Q3
Hold
0
4042
2016
Q2
Hold
0
4221
2016
Q1
Hold
0
3489
2015
Q4
Hold
0
3792