Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-44
Closed -$234 859
2024
Q4
$234 Hold
44
﹤0.01% 748
2024
Q3
$312 Buy
+44
New +$312 ﹤0.01% 727
2018
Q1
Sell
-141
Closed -$2K 331
2017
Q4
$2K Sell
141
-229
-62% -$3.25K ﹤0.01% 508
2017
Q3
$7K Sell
370
-375
-50% -$7.1K ﹤0.01% 499
2017
Q2
$18K Buy
745
+490
+192% +$11.8K 0.01% 393
2017
Q1
$6K Hold
255
﹤0.01% 399
2016
Q4
$6K Buy
+255
New +$6K ﹤0.01% 437
2016
Q1
Sell
-204
Closed -$5K 309
2015
Q4
$5K Buy
+204
New +$5K ﹤0.01% 300