Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$638 Buy
+42
New +$638 ﹤0.01% 2396
2023
Q4
Sell
-262
Closed -$3.01K 4039
2023
Q3
$3.01K Buy
+262
New +$3.01K ﹤0.01% 1961
2020
Q1
Sell
-418
Closed -$6K 2047
2019
Q4
$6K Buy
+418
New +$6K ﹤0.01% 1487
2018
Q4
Sell
-197
Closed -$3K 2034
2018
Q3
$3K Buy
+197
New +$3K ﹤0.01% 1579
2017
Q4
Sell
-100
Closed -$2K 1743
2017
Q3
$2K Hold
100
﹤0.01% 1565
2017
Q2
$2K Sell
100
-118
-54% -$2.36K ﹤0.01% 1476
2017
Q1
$3K Sell
218
-3,116
-93% -$42.9K ﹤0.01% 1335
2016
Q4
$50K Sell
3,334
-5,798
-63% -$87K ﹤0.01% 922
2016
Q3
$142K Sell
9,132
-1,179
-11% -$18.3K ﹤0.01% 678
2016
Q2
$169K Sell
10,311
-232
-2% -$3.8K ﹤0.01% 587
2016
Q1
$169K Sell
10,543
-705
-6% -$11.3K ﹤0.01% 707
2015
Q4
$187K Buy
11,248
+11
+0.1% +$183 ﹤0.01% 617
2015
Q3
$170K Buy
11,237
+761
+7% +$11.5K ﹤0.01% 675
2015
Q2
$161K Sell
10,476
-67
-0.6% -$1.03K ﹤0.01% 748
2015
Q1
$169K Buy
10,543
+2,537
+32% +$40.7K ﹤0.01% 711
2014
Q4
$135K Buy
+8,006
New +$135K ﹤0.01% 829
2014
Q1
Sell
-2,000
Closed -$25K 1682
2013
Q4
$25K Hold
2,000
﹤0.01% 1280
2013
Q3
$25K Sell
2,000
-2,144
-52% -$26.8K ﹤0.01% 1266
2013
Q2
$39K Buy
+4,144
New +$39K ﹤0.01% 1125