Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Sell
898
-151
-14% -$3.36K ﹤0.01% 1016
2025
Q1
$21K Hold
1,049
﹤0.01% 985
2024
Q4
$16K Hold
1,049
﹤0.01% 982
2024
Q3
$19K Buy
+1,049
New +$19K ﹤0.01% 914
2018
Q3
Sell
-254
Closed -$4K 586
2018
Q2
$4K Sell
254
-62,243
-100% -$980K ﹤0.01% 522
2018
Q1
$1.06M Buy
62,497
+78
+0.1% +$1.32K 0.13% 135
2017
Q4
$1.15M Buy
+62,419
New +$1.15M 0.14% 121
2017
Q1
Sell
-831
Closed -$12K 351
2016
Q4
$12K Buy
+831
New +$12K ﹤0.01% 332