Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,045
Closed -$13.5K 442
2025
Q1
$13.5K Buy
+2,045
New +$13.5K ﹤0.01% 927
2018
Q4
Sell
-31,501
Closed -$174K 158
2018
Q3
$174K Sell
31,501
-852
-3% -$4.71K 0.12% 145
2018
Q2
$160K Sell
32,353
-829
-2% -$4.1K 0.12% 145
2018
Q1
$183K Sell
33,182
-79
-0.2% -$436 0.15% 133
2017
Q4
$170K Buy
33,261
+79
+0.2% +$404 0.13% 167
2017
Q3
$156K Sell
33,182
-922
-3% -$4.34K 0.14% 150
2017
Q2
$138K Sell
34,104
-974
-3% -$3.94K 0.14% 140
2017
Q1
$138K Buy
+35,078
New +$138K 0.17% 113