Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-103
Closed -$9.19K 834
2024
Q4
$9.19K Hold
103
﹤0.01% 659
2024
Q3
$9.63K Buy
+103
New +$9.63K ﹤0.01% 695
2017
Q4
Sell
-10,000
Closed -$528K 201
2017
Q3
$528K Hold
10,000
0.08% 150
2017
Q2
$601K Hold
10,000
0.1% 145
2017
Q1
$568K Buy
+10,000
New +$568K 0.09% 146