Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71K Buy
+323
New +$71K ﹤0.01% 1849
2025
Q1
Sell
-2
Closed -$274 4304
2024
Q4
$274 Buy
+2
New +$274 ﹤0.01% 3598
2019
Q1
$0 Hold
5
﹤0.01% 2364
2018
Q4
$0 Hold
5
﹤0.01% 3451
2018
Q3
$0 Hold
5
﹤0.01% 3760
2018
Q2
$0 Sell
5
-42
-89% ﹤0.01% 3803
2018
Q1
$2K Hold
47
﹤0.01% 3472
2017
Q4
$2K Sell
47
-1,246
-96% -$53K ﹤0.01% 3472
2017
Q3
$87K Buy
1,293
+461
+55% +$31K ﹤0.01% 1625
2017
Q2
$50K Buy
832
+104
+14% +$6.25K ﹤0.01% 1955
2017
Q1
$48K Buy
728
+12
+2% +$791 ﹤0.01% 1932
2016
Q4
$51K Buy
716
+706
+7,060% +$50.3K ﹤0.01% 1860
2016
Q3
$1K Hold
10
﹤0.01% 3668
2016
Q2
$0 Buy
10
+5
+100% ﹤0.01% 3806
2016
Q1
$0 Buy
+5
New ﹤0.01% 2367