Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1
Closed -$81 1336
2024
Q4
$81 Hold
1
﹤0.01% 1287
2024
Q3
$78 Buy
+1
New +$78 ﹤0.01% 1351
2018
Q3
Sell
-5,353
Closed -$259K 941
2018
Q2
$259K Buy
5,353
+225
+4% +$10.9K 0.01% 824
2018
Q1
$256K Buy
5,128
+294
+6% +$14.7K 0.01% 810
2017
Q4
$242K Buy
4,834
+69
+1% +$3.45K 0.01% 821
2017
Q3
$228K Buy
+4,765
New +$228K 0.01% 848
2014
Q4
Sell
-44,049
Closed -$1.84M 747
2014
Q3
$1.84M Sell
44,049
-9,614
-18% -$401K 0.06% 323
2014
Q2
$2.36M Buy
53,663
+36,997
+222% +$1.63M 0.08% 280
2014
Q1
$734K Buy
+16,666
New +$734K 0.02% 520