Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$205K Hold
579
0.02% 209
2024
Q4
$208K Hold
579
0.02% 208
2024
Q3
$200K Buy
+579
New +$200K 0.02% 237
2019
Q2
Sell
-203
Closed -$35K 144
2019
Q1
$35K Buy
203
+11
+6% +$1.9K 0.01% 299
2018
Q4
$28K Hold
192
0.01% 306
2018
Q3
$30K Sell
192
-9
-4% -$1.41K 0.01% 250
2018
Q2
$28K Hold
201
0.01% 275
2018
Q1
$28K Sell
201
-80
-28% -$11.1K 0.01% 276
2017
Q4
$38K Hold
281
0.02% 270
2017
Q3
$41K Buy
281
+119
+73% +$17.4K 0.02% 284
2017
Q2
$22K Hold
162
0.01% 247
2017
Q1
$19K Sell
162
-6
-4% -$704 0.01% 258
2016
Q4
$19K Hold
168
0.01% 264
2016
Q3
$19K Buy
168
+51
+44% +$5.77K 0.01% 296
2016
Q2
$13K Buy
+117
New +$13K 0.01% 316
2016
Q1
Sell
-40
Closed -$4K 664
2015
Q4
$4K Hold
40
﹤0.01% 485
2015
Q3
$4K Sell
40
-101
-72% -$10.1K ﹤0.01% 519
2015
Q2
$15K Hold
141
0.01% 357
2015
Q1
$14K Buy
141
+101
+253% +$10K 0.01% 363
2014
Q4
$4K Buy
+40
New +$4K ﹤0.01% 580