Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.79K Buy
+209
New +$3.79K ﹤0.01% 349
2019
Q2
Sell
-865
Closed -$31K 436
2019
Q1
$31K Hold
865
0.03% 285
2018
Q4
$22K Buy
+865
New +$22K 0.02% 290
2017
Q3
Sell
-2,018
Closed -$114K 355
2017
Q2
$114K Buy
+2,018
New +$114K 0.02% 182
2017
Q1
Sell
-59,859
Closed -$2.71M 278
2016
Q4
$2.71M Buy
+59,859
New +$2.71M 0.64% 72
2014
Q1
Sell
-9,962
Closed -$527K 250
2013
Q4
$527K Buy
+9,962
New +$527K 0.13% 89