Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.21K Buy
150
+106
+241% +$5.1K ﹤0.01% 335
2025
Q1
$2.14K Buy
+44
New +$2.14K ﹤0.01% 336
2021
Q4
Sell
-39
Closed -$2K 502
2021
Q3
$2K Hold
39
﹤0.01% 431
2021
Q2
$3K Hold
39
﹤0.01% 374
2021
Q1
$2K Buy
+39
New +$2K ﹤0.01% 347
2016
Q1
Sell
-56
Closed -$1K 200
2015
Q4
$1K Sell
56
-32,105
-100% -$573K ﹤0.01% 208
2015
Q3
$907K Sell
32,161
-185
-0.6% -$5.22K 0.05% 91
2015
Q2
$1.18M Sell
32,346
-2,897
-8% -$105K 0.06% 85
2015
Q1
$1.39M Buy
35,243
+24
+0.1% +$943 0.07% 85
2014
Q4
$1.41M Sell
35,219
-1,485
-4% -$59.4K 0.07% 85
2014
Q3
$1.83M Sell
36,704
-674
-2% -$33.6K 0.09% 84
2014
Q2
$2.16M Buy
+37,378
New +$2.16M 0.11% 87