Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-143
Closed -$38.4K 592
2025
Q1
$38.4K Buy
+143
New +$38.4K 0.01% 336
2016
Q4
Sell
-31
Closed -$3K 565
2016
Q3
$3K Hold
31
﹤0.01% 482
2016
Q2
$2K Buy
+31
New +$2K ﹤0.01% 530
2015
Q3
Sell
-490
Closed -$34K 462
2015
Q2
$34K Hold
490
0.02% 257
2015
Q1
$35K Hold
490
0.02% 257
2014
Q4
$34K Hold
490
0.02% 254
2014
Q3
$35K Hold
490
0.02% 238
2014
Q2
$38K Hold
490
0.02% 234
2014
Q1
$40K Hold
490
0.02% 216
2013
Q4
$25K Buy
+490
New +$25K 0.02% 247