Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,694
Closed -$76.5K 2797
2024
Q4
$76.5K Buy
+7,694
New +$76.5K ﹤0.01% 1303
2022
Q4
Sell
-5,143
Closed -$46K 1678
2022
Q3
$46K Buy
+5,143
New +$46K ﹤0.01% 958
2020
Q2
Sell
-1,593
Closed -$19K 1463
2020
Q1
$19K Buy
+1,593
New +$19K ﹤0.01% 888
2018
Q1
Sell
-4,565
Closed -$79K 2066
2017
Q4
$79K Buy
4,565
+4,399
+2,650% +$76.1K ﹤0.01% 666
2017
Q3
$3K Buy
166
+146
+730% +$2.64K ﹤0.01% 1238
2017
Q2
$0 Buy
+20
New ﹤0.01% 1507
2017
Q1
Sell
-2,248
Closed -$34K 1471
2016
Q4
$34K Sell
2,248
-217
-9% -$3.28K ﹤0.01% 726
2016
Q3
$38K Buy
2,465
+85
+4% +$1.31K ﹤0.01% 700
2016
Q2
$39K Buy
2,380
+1,681
+240% +$27.5K ﹤0.01% 659
2016
Q1
$12K Buy
699
+586
+519% +$10.1K ﹤0.01% 844
2015
Q4
$2K Buy
+113
New +$2K ﹤0.01% 1131