Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4264
2024
Q2
Hold
0
4224
2024
Q1
Hold
0
4232
2023
Q4
Hold
0
4265
2023
Q3
Hold
0
4216
2022
Q4
Sell
-81
Closed -$1K 4361
2022
Q3
$1K Sell
81
-15
-16% -$185 ﹤0.01% 2532
2022
Q2
$2K Buy
96
+57
+146% +$1.19K ﹤0.01% 2363
2022
Q1
$1K Sell
39
-861
-96% -$22.1K ﹤0.01% 2711
2021
Q4
$18K Buy
+900
New +$18K ﹤0.01% 2252
2016
Q4
Hold
0
2840
2016
Q3
Hold
0
2815
2016
Q2
Sell
-170
Closed -$2K 2807
2016
Q1
$2K Sell
170
-160
-48% -$1.88K ﹤0.01% 1534
2015
Q4
$8K Sell
330
-498
-60% -$12.1K ﹤0.01% 1398
2015
Q3
$12K Sell
828
-4,637
-85% -$67.2K ﹤0.01% 1359
2015
Q2
$424K Buy
5,465
+2,989
+121% +$232K 0.04% 276
2015
Q1
$180K Buy
2,476
+1,547
+167% +$112K 0.02% 458
2014
Q4
$67K Buy
+929
New +$67K 0.01% 589