Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
251
2024
Q4
Hold
0
258
2024
Q2
Hold
0
264
2024
Q1
Hold
0
191
2021
Q4
Hold
0
190
2021
Q3
Hold
0
200
2020
Q3
Sell
-1,799
Closed -$346K 179
2020
Q2
$346K Buy
+1,799
New +$346K 0.02% 151
2018
Q2
Sell
-20,000
Closed -$2.81M 147
2018
Q1
$2.81M Buy
+20,000
New +$2.81M 0.13% 125