Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11
Closed -$238 4226
2024
Q4
$238 Sell
11
-1,624
-99% -$35.1K ﹤0.01% 2637
2024
Q3
$33.5K Buy
+1,635
New +$33.5K ﹤0.01% 1336
2018
Q1
Sell
-1,497
Closed -$35K 1631
2017
Q4
$35K Buy
1,497
+357
+31% +$8.35K ﹤0.01% 1067
2017
Q3
$26K Sell
1,140
-53
-4% -$1.21K ﹤0.01% 1154
2017
Q2
$26K Hold
1,193
﹤0.01% 1100
2017
Q1
$41K Sell
1,193
-215
-15% -$7.39K ﹤0.01% 938
2016
Q4
$44K Buy
1,408
+705
+100% +$22K ﹤0.01% 945
2016
Q3
$20K Sell
703
-784
-53% -$22.3K ﹤0.01% 1133
2016
Q2
$44K Sell
1,487
-1,133
-43% -$33.5K ﹤0.01% 955
2016
Q1
$88K Buy
2,620
+835
+47% +$28K ﹤0.01% 953
2015
Q4
$63K Sell
1,785
-685
-28% -$24.2K ﹤0.01% 951
2015
Q3
$83K Sell
2,470
-74
-3% -$2.49K ﹤0.01% 905
2015
Q2
$102K Sell
2,544
-76
-3% -$3.05K ﹤0.01% 914
2015
Q1
$88K Sell
2,620
-218
-8% -$7.32K ﹤0.01% 958
2014
Q4
$88K Buy
+2,838
New +$88K ﹤0.01% 957
2014
Q1
Sell
-3,000
Closed -$88K 1381
2013
Q4
$88K Buy
3,000
+247
+9% +$7.25K ﹤0.01% 936
2013
Q3
$83K Buy
2,753
+93
+3% +$2.8K ﹤0.01% 941
2013
Q2
$66K Buy
+2,660
New +$66K ﹤0.01% 982