Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-39
Closed -$5.31K 1243
2025
Q1
$5.31K Hold
39
﹤0.01% 1035
2024
Q4
$6K Hold
39
﹤0.01% 1023
2024
Q3
$4.68K Buy
+39
New +$4.68K ﹤0.01% 1068
2023
Q4
Sell
-2
Closed -$246 1288
2023
Q3
$246 Buy
+2
New +$246 ﹤0.01% 1129
2017
Q3
Sell
-23,277
Closed -$680K 1149
2017
Q2
$680K Sell
23,277
-234
-1% -$6.84K 0.02% 558
2017
Q1
$680K Buy
23,511
+2,677
+13% +$77.4K 0.02% 573
2016
Q4
$493K Buy
20,834
+2,248
+12% +$53.2K 0.02% 633
2016
Q3
$406K Sell
18,586
-42,950
-70% -$938K 0.01% 687
2016
Q2
$1.14M Buy
61,536
+9,295
+18% +$172K 0.04% 420
2016
Q1
$1.01M Sell
52,241
-51,025
-49% -$984K 0.04% 421
2015
Q4
$2.41M Buy
103,266
+83,292
+417% +$1.94M 0.09% 270
2015
Q3
$447K Buy
+19,974
New +$447K 0.02% 587