Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,153
Closed -$33K 911
2025
Q1
$33K Sell
14,153
-1,505
-10% -$3.51K ﹤0.01% 853
2024
Q4
$29K Buy
+15,658
New +$29K ﹤0.01% 920
2019
Q2
Sell
-107,384
Closed -$462K 274
2019
Q1
$462K Buy
+107,384
New +$462K 0.03% 216
2018
Q4
Sell
-39,784
Closed -$182K 280
2018
Q3
$182K Buy
+39,784
New +$182K 0.02% 242
2018
Q2
Sell
-66,100
Closed -$481K 196
2018
Q1
$481K Buy
+66,100
New +$481K 0.04% 147
2017
Q1
Sell
-400
Closed -$2K 299
2016
Q4
$2K Sell
400
-300
-43% -$1.5K ﹤0.01% 476
2016
Q3
$4K Hold
700
﹤0.01% 359
2016
Q2
$4K Sell
700
-5,000
-88% -$28.6K ﹤0.01% 276
2016
Q1
$30K Sell
5,700
-3,799
-40% -$20K ﹤0.01% 207
2015
Q4
$42K Buy
+9,499
New +$42K 0.01% 185