Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75K Buy
869
+242
+39% +$20.9K ﹤0.01% 1552
2025
Q1
$32.6K Sell
627
-20
-3% -$1.04K ﹤0.01% 1846
2024
Q4
$35.6K Buy
+647
New +$35.6K ﹤0.01% 1825
2018
Q4
Sell
-8,079
Closed -$239K 434
2018
Q3
$239K Sell
8,079
-163
-2% -$4.82K 0.01% 401
2018
Q2
$207K Buy
+8,242
New +$207K 0.01% 437
2018
Q1
Sell
-9,527
Closed -$230K 459
2017
Q4
$230K Buy
+9,527
New +$230K 0.01% 403
2017
Q3
Sell
-10,670
Closed -$181K 437
2017
Q2
$181K Buy
+10,670
New +$181K 0.01% 424
2015
Q3
Sell
-8,209
Closed -$248K 435
2015
Q2
$248K Buy
8,209
+441
+6% +$13.3K 0.02% 407
2015
Q1
$233K Sell
7,768
-132
-2% -$3.96K 0.02% 431
2014
Q4
$275K Buy
7,900
+2,234
+39% +$77.8K 0.02% 373
2014
Q3
$210K Sell
5,666
-589
-9% -$21.8K 0.02% 360
2014
Q2
$282K Sell
6,255
-1,132
-15% -$51K 0.03% 313
2014
Q1
$278K Buy
7,387
+698
+10% +$26.3K 0.03% 314
2013
Q4
$238K Sell
6,689
-231
-3% -$8.22K 0.03% 318
2013
Q3
$211K Buy
+6,920
New +$211K 0.03% 310