Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.9K Sell
331
-240
-42% -$11.5K ﹤0.01% 2319
2025
Q1
$28.4K Sell
571
-4
-0.7% -$199 ﹤0.01% 1911
2024
Q4
$33.3K Buy
+575
New +$33.3K ﹤0.01% 1861
2016
Q4
Sell
-11,122
Closed -$168K 451
2016
Q3
$168K Hold
11,122
0.01% 418
2016
Q2
$147K Hold
11,122
0.01% 395
2016
Q1
$172K Hold
11,122
0.01% 394
2015
Q4
$188K Hold
11,122
0.01% 381
2015
Q3
$185K Hold
11,122
0.01% 401
2015
Q2
$217K Sell
11,122
-460
-4% -$8.98K 0.01% 438
2015
Q1
$168K Sell
11,582
-1,200
-9% -$17.4K 0.01% 467
2014
Q4
$217K Sell
12,782
-141,980
-92% -$2.41M 0.02% 428
2014
Q3
$2.91M Buy
154,762
+5,452
+4% +$103K 0.28% 95
2014
Q2
$3.56M Buy
+149,310
New +$3.56M 0.34% 76