Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$883 Buy
+3
New +$883 ﹤0.01% 475
2017
Q4
Sell
-1,755
Closed -$212K 134
2017
Q3
$212K Sell
1,755
-60
-3% -$7.25K 0.03% 120
2017
Q2
$231K Sell
1,815
-55
-3% -$7K 0.03% 120
2017
Q1
$267K Sell
1,870
-40
-2% -$5.71K 0.04% 115
2016
Q4
$276K Sell
1,910
-212
-10% -$30.6K 0.04% 112
2016
Q3
$265K Sell
2,122
-23,204
-92% -$2.9M 0.04% 117
2016
Q2
$2.88M Buy
+25,326
New +$2.88M 0.48% 59