Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Buy
+657
New +$6K ﹤0.01% 4190
2022
Q3
Sell
-2,641
Closed -$13K 4619
2022
Q2
$13K Buy
2,641
+159
+6% +$783 ﹤0.01% 4216
2022
Q1
$20K Sell
2,482
-313
-11% -$2.52K ﹤0.01% 4322
2021
Q4
$33K Sell
2,795
-197
-7% -$2.33K ﹤0.01% 3066
2021
Q3
$44K Sell
2,992
-6,966
-70% -$102K ﹤0.01% 3408
2021
Q2
$197K Buy
+9,958
New +$197K ﹤0.01% 2900
2020
Q3
Sell
-29,882
Closed -$313K 3715
2020
Q2
$313K Buy
+29,882
New +$313K ﹤0.01% 2584
2020
Q1
Hold
0
3633
2018
Q1
Sell
-120
Closed -$1K 4181
2017
Q4
$1K Sell
120
-104
-46% -$867 ﹤0.01% 3991
2017
Q3
$1K Buy
+224
New +$1K ﹤0.01% 3919
2017
Q2
Sell
-65
Closed 3849
2017
Q1
$0 Buy
+65
New ﹤0.01% 4008
2016
Q1
Sell
-7,606
Closed -$38K 3432
2015
Q4
$38K Buy
7,606
+1,228
+19% +$6.14K ﹤0.01% 2558
2015
Q3
$26K Buy
6,378
+3,109
+95% +$12.7K ﹤0.01% 2771
2015
Q2
$22K Sell
3,269
-7,840
-71% -$52.8K ﹤0.01% 2927
2015
Q1
$89K Sell
11,109
-3,813
-26% -$30.5K ﹤0.01% 2545
2014
Q4
$134K Sell
14,922
-77,600
-84% -$697K ﹤0.01% 2550
2014
Q3
$1.02M Buy
+92,522
New +$1.02M ﹤0.01% 1677
2013
Q3
Sell
-15,000
Closed -$206K 4124
2013
Q2
$206K Buy
+15,000
New +$206K ﹤0.01% 2671