Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
53,132
+1,417
+3% +$31.4K ﹤0.01% 420
2025
Q1
$1.19M Sell
51,715
-1,101
-2% -$25.3K ﹤0.01% 612
2024
Q4
$1.22M Buy
+52,816
New +$1.22M ﹤0.01% 776
2019
Q4
Hold
0
725
2019
Q3
Hold
0
765
2019
Q2
Hold
0
722
2018
Q2
Sell
-101,300
Closed -$4.36K 898
2018
Q1
$4.36K Buy
+101,300
New +$4.36K 0.01% 343
2013
Q4
Sell
-5,000
Closed -$213K 1886
2013
Q3
$213K Buy
+5,000
New +$213K ﹤0.01% 1772