Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33
Closed -$3.67K 316
2025
Q1
$3.67K Hold
33
﹤0.01% 316
2024
Q4
$3.41K Buy
+33
New +$3.41K ﹤0.01% 345
2020
Q2
Sell
-154
Closed -$5K 372
2020
Q1
$5K Hold
154
﹤0.01% 304
2019
Q4
$8K Hold
154
0.01% 322
2019
Q3
$8K Buy
+154
New +$8K 0.01% 323
2018
Q1
Sell
-150
Closed -$7K 341
2017
Q4
$7K Sell
150
-748
-83% -$34.9K ﹤0.01% 335
2017
Q3
$37K Hold
898
0.02% 253
2017
Q2
$35K Hold
898
0.02% 249
2017
Q1
$33K Sell
898
-42
-4% -$1.54K 0.02% 259
2016
Q4
$33K Hold
940
0.02% 259
2016
Q3
$34K Hold
940
0.02% 252
2016
Q2
$34K Sell
940
-1,564
-62% -$56.6K 0.02% 276
2016
Q1
$80K Sell
2,504
-400
-14% -$12.8K 0.04% 211
2015
Q4
$87K Sell
2,904
-294
-9% -$8.81K 0.05% 205
2015
Q3
$93K Hold
3,198
0.05% 199
2015
Q2
$100K Buy
3,198
+142
+5% +$4.44K 0.05% 201
2015
Q1
$97K Buy
3,056
+76
+3% +$2.41K 0.05% 200
2014
Q4
$91K Sell
2,980
-400
-12% -$12.2K 0.05% 208
2014
Q3
$99K Hold
3,380
0.05% 207
2014
Q2
$105K Sell
3,380
-10
-0.3% -$311 0.05% 204
2014
Q1
$107K Buy
3,390
+800
+31% +$25.3K 0.05% 198
2013
Q4
$86K Hold
2,590
0.04% 212
2013
Q3
$80K Hold
2,590
0.04% 222
2013
Q2
$75K Buy
+2,590
New +$75K 0.04% 223