Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207 Hold
7
﹤0.01% 2594
2025
Q1
$202 Hold
7
﹤0.01% 2629
2024
Q4
$229 Hold
7
﹤0.01% 2645
2024
Q3
$247 Hold
7
﹤0.01% 2611
2024
Q2
$202 Sell
7
-7
-50% -$202 ﹤0.01% 2601
2024
Q1
$409 Buy
+14
New +$409 ﹤0.01% 2369
2018
Q2
Sell
-155
Closed -$5K 1675
2018
Q1
$5K Buy
+155
New +$5K ﹤0.01% 1436
2017
Q2
Sell
-1,174
Closed -$39K 1587
2017
Q1
$39K Sell
1,174
-441
-27% -$14.7K ﹤0.01% 952
2016
Q4
$55K Sell
1,615
-440
-21% -$15K ﹤0.01% 901
2016
Q3
$55K Sell
2,055
-1,837
-47% -$49.2K ﹤0.01% 898
2016
Q2
$94K Buy
3,892
+698
+22% +$16.9K ﹤0.01% 758
2016
Q1
$69K Hold
3,194
﹤0.01% 1022
2015
Q4
$76K Hold
3,194
﹤0.01% 899
2015
Q3
$73K Hold
3,194
﹤0.01% 941
2015
Q2
$74K Hold
3,194
﹤0.01% 1004
2015
Q1
$69K Hold
3,194
﹤0.01% 1026
2014
Q4
$71K Buy
+3,194
New +$71K ﹤0.01% 1019
2014
Q1
Sell
-3,780
Closed -$88K 1644
2013
Q4
$88K Hold
3,780
﹤0.01% 937
2013
Q3
$78K Hold
3,780
﹤0.01% 951
2013
Q2
$71K Buy
+3,780
New +$71K ﹤0.01% 966