Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.1K Buy
+1,600
New +$58.1K ﹤0.01% 1997
2019
Q2
Sell
-11,850
Closed -$271K 2111
2019
Q1
$271K Hold
11,850
﹤0.01% 1583
2018
Q4
$353K Hold
11,850
﹤0.01% 1436
2018
Q3
$429K Hold
11,850
﹤0.01% 1453
2018
Q2
$378K Buy
11,850
+1,050
+10% +$33.5K ﹤0.01% 1509
2018
Q1
$286K Hold
10,800
﹤0.01% 1434
2017
Q4
$238K Hold
10,800
﹤0.01% 1477
2017
Q3
$182K Hold
10,800
﹤0.01% 1550
2017
Q2
$195K Buy
10,800
+600
+6% +$10.8K ﹤0.01% 1526
2017
Q1
$136K Hold
10,200
﹤0.01% 1584
2016
Q4
$145K Hold
10,200
﹤0.01% 1594
2016
Q3
$128K Sell
10,200
-1,800
-15% -$22.6K ﹤0.01% 1631
2016
Q2
$186K Buy
12,000
+900
+8% +$14K ﹤0.01% 1567
2016
Q1
$133K Hold
11,100
﹤0.01% 1600
2015
Q4
$193K Hold
11,100
﹤0.01% 1532
2015
Q3
$131K Hold
11,100
﹤0.01% 1610
2015
Q2
$166K Buy
+11,100
New +$166K ﹤0.01% 1597