Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$858 Hold
10
﹤0.01% 914
2025
Q1
$921 Sell
10
-40
-80% -$3.68K ﹤0.01% 960
2024
Q4
$4.22K Hold
50
﹤0.01% 849
2024
Q3
$5.27K Buy
+50
New +$5.27K ﹤0.01% 864
2019
Q2
Sell
-3,455
Closed -$570K 306
2019
Q1
$570K Sell
3,455
-205
-6% -$33.8K 0.05% 214
2018
Q4
$580K Sell
3,660
-3,085
-46% -$489K 0.06% 191
2018
Q3
$1.54M Sell
6,745
-1,729
-20% -$395K 0.14% 141
2018
Q2
$2.06M Buy
8,474
+3,077
+57% +$748K 0.21% 112
2018
Q1
$1.21M Sell
5,397
-14,778
-73% -$3.3M 0.12% 161
2017
Q4
$4.73M Buy
20,175
+313
+2% +$73.3K 0.46% 67
2017
Q3
$4.92M Buy
+19,862
New +$4.92M 0.53% 56