Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-32,000
Closed -$164K 418
2024
Q4
$164K Buy
+32,000
New +$164K 0.01% 357
2019
Q1
Sell
-334
Closed -$1K 1796
2018
Q4
$1K Buy
334
+142
+74% +$425 ﹤0.01% 1152
2018
Q3
$1K Sell
192
-797
-81% -$4.15K ﹤0.01% 1208
2018
Q2
$7K Sell
989
-121
-11% -$856 ﹤0.01% 925
2018
Q1
$8K Buy
1,110
+524
+89% +$3.78K ﹤0.01% 899
2017
Q4
$4K Buy
586
+299
+104% +$2.04K ﹤0.01% 1032
2017
Q3
$2K Buy
287
+238
+486% +$1.66K ﹤0.01% 1116
2017
Q2
$0 Sell
49
-453
-90% ﹤0.01% 1342
2017
Q1
$5K Buy
502
+371
+283% +$3.7K ﹤0.01% 998
2016
Q4
$2K Buy
131
+13
+11% +$198 ﹤0.01% 950
2016
Q3
$2K Hold
118
﹤0.01% 892
2016
Q2
$2K Buy
+118
New +$2K ﹤0.01% 848