Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-42
Closed -$3.37K 1328
2025
Q1
$3.37K Buy
+42
New +$3.37K ﹤0.01% 758
2016
Q4
Sell
-340
Closed -$18K 358
2016
Q3
$18K Hold
340
﹤0.01% 214
2016
Q2
$16K Sell
340
-22
-6% -$1.04K ﹤0.01% 225
2016
Q1
$16K Buy
362
+321
+783% +$14.2K ﹤0.01% 246
2015
Q4
$1K Hold
41
﹤0.01% 329
2015
Q3
$1K Hold
41
﹤0.01% 301
2015
Q2
$2K Hold
41
﹤0.01% 301
2015
Q1
$2K Hold
41
﹤0.01% 271
2014
Q4
$2K Hold
41
﹤0.01% 277
2014
Q3
$2K Hold
41
﹤0.01% 286
2014
Q2
$2K Buy
+41
New +$2K ﹤0.01% 249