Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.7K Buy
+1,802
New +$56.7K ﹤0.01% 936
2019
Q3
Sell
-155
Closed -$2K 1660
2019
Q2
$2K Sell
155
-141
-48% -$1.82K ﹤0.01% 1414
2019
Q1
$4K Buy
296
+269
+996% +$3.64K ﹤0.01% 1310
2018
Q4
$0 Sell
27
-230
-89% ﹤0.01% 1590
2018
Q3
$3K Hold
257
﹤0.01% 1389
2018
Q2
$3K Sell
257
-274
-52% -$3.2K ﹤0.01% 1386
2018
Q1
$11K Buy
531
+27
+5% +$559 ﹤0.01% 976
2017
Q4
$12K Buy
504
+24
+5% +$571 ﹤0.01% 988
2017
Q3
$11K Hold
480
﹤0.01% 974
2017
Q2
$9K Sell
480
-44
-8% -$825 ﹤0.01% 1020
2017
Q1
$13K Buy
524
+274
+110% +$6.8K ﹤0.01% 950
2016
Q4
$4K Hold
250
﹤0.01% 1207
2016
Q3
$4K Sell
250
-46
-16% -$736 ﹤0.01% 1199
2016
Q2
$4K Buy
+296
New +$4K ﹤0.01% 1152
2013
Q3
Sell
-261
Closed -$4K 1207
2013
Q2
$4K Buy
+261
New +$4K ﹤0.01% 738