Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Buy
+4,500
New +$117K 0.01% 407
2023
Q3
Sell
-250
Closed -$4.5K 855
2023
Q2
$4.5K Buy
+250
New +$4.5K ﹤0.01% 745
2019
Q3
Sell
-2,550
Closed -$27K 1034
2019
Q2
$27K Hold
2,550
﹤0.01% 577
2019
Q1
$22K Hold
2,550
﹤0.01% 596
2018
Q4
$25K Sell
2,550
-135
-5% -$1.32K ﹤0.01% 579
2018
Q3
$33K Buy
2,685
+135
+5% +$1.66K ﹤0.01% 581
2018
Q2
$26K Hold
2,550
﹤0.01% 643
2018
Q1
$25K Hold
2,550
﹤0.01% 614
2017
Q4
$23K Hold
2,550
﹤0.01% 646
2017
Q3
$19K Hold
2,550
﹤0.01% 646
2017
Q2
$19K Hold
2,550
﹤0.01% 653
2017
Q1
$17K Sell
2,550
-305
-11% -$2.03K ﹤0.01% 641
2016
Q4
$16K Buy
2,855
+305
+12% +$1.71K ﹤0.01% 638
2016
Q3
$17K Hold
2,550
﹤0.01% 594
2016
Q2
$15K Buy
+2,550
New +$15K ﹤0.01% 563