Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-63
Closed -$1.75K 492
2025
Q1
$1.75K Buy
+63
New +$1.75K ﹤0.01% 341
2016
Q2
Sell
-300
Closed -$4K 225
2016
Q1
$4K Sell
300
-500
-63% -$6.67K ﹤0.01% 214
2015
Q4
$9K Sell
800
-1,842
-70% -$20.7K 0.01% 193
2015
Q3
$31K Hold
2,642
0.03% 126
2015
Q2
$36K Hold
2,642
0.03% 126
2015
Q1
$37K Hold
2,642
0.03% 151
2014
Q4
$48K Hold
2,642
0.03% 138
2014
Q3
$43K Sell
2,642
-20,919
-89% -$340K 0.03% 104
2014
Q2
$360K Sell
23,561
-3,808
-14% -$58.2K 0.28% 40
2014
Q1
$402K Sell
27,369
-25,983
-49% -$382K 0.32% 40
2013
Q4
$678K Buy
+53,352
New +$678K 0.56% 34