Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.6K Buy
+1,474
New +$30.6K ﹤0.01% 1460
2018
Q3
Sell
-822
Closed -$10K 679
2018
Q2
$10K Buy
822
+634
+337% +$7.71K ﹤0.01% 345
2018
Q1
$2K Sell
188
-5,178
-96% -$55.1K ﹤0.01% 423
2017
Q4
$83K Buy
5,366
+1,045
+24% +$16.2K 0.04% 166
2017
Q3
$59K Sell
4,321
-1,580
-27% -$21.6K 0.03% 199
2017
Q2
$98K Buy
5,901
+1,686
+40% +$28K 0.05% 160
2017
Q1
$70K Buy
4,215
+1,801
+75% +$29.9K 0.03% 162
2016
Q4
$34K Buy
+2,414
New +$34K 0.02% 207