Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7
Closed -$171 3686
2025
Q1
$171 Hold
7
﹤0.01% 3710
2024
Q4
$195 Buy
+7
New +$195 ﹤0.01% 3763
2019
Q4
Sell
-100
Closed -$3K 3350
2019
Q3
$3K Buy
+100
New +$3K ﹤0.01% 2548
2019
Q1
Sell
-6
Closed 3038
2018
Q4
$0 Hold
6
﹤0.01% 3714
2018
Q3
$0 Hold
6
﹤0.01% 3898
2018
Q2
$0 Sell
6
-100
-94% ﹤0.01% 3955
2018
Q1
$6K Hold
106
﹤0.01% 3088
2017
Q4
$6K Sell
106
-229
-68% -$13K ﹤0.01% 3085
2017
Q3
$16K Buy
335
+2
+0.6% +$96 ﹤0.01% 2720
2017
Q2
$14K Sell
333
-46
-12% -$1.93K ﹤0.01% 2777
2017
Q1
$19K Hold
379
﹤0.01% 2512
2016
Q4
$21K Buy
379
+180
+90% +$9.97K ﹤0.01% 2411
2016
Q3
$12K Buy
199
+66
+50% +$3.98K ﹤0.01% 2702
2016
Q2
$6K Buy
+133
New +$6K ﹤0.01% 3023
2016
Q1
Sell
-125
Closed -$5K 3060
2015
Q4
$5K Buy
+125
New +$5K ﹤0.01% 2959