Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467 Buy
55
+40
+267% +$340 ﹤0.01% 1454
2025
Q1
$123 Buy
+15
New +$123 ﹤0.01% 1676
2023
Q4
Sell
-225
Closed -$4.72K 645
2023
Q3
$4.72K Buy
+225
New +$4.72K ﹤0.01% 531
2017
Q2
Sell
-7,430
Closed -$296K 264
2017
Q1
$296K Sell
7,430
-31,170
-81% -$1.24M 0.04% 207
2016
Q4
$1.91M Sell
38,600
-10,685
-22% -$528K 0.27% 99
2016
Q3
$2.16M Buy
49,285
+4,055
+9% +$177K 0.33% 88
2016
Q2
$1.72M Sell
45,230
-3,386
-7% -$128K 0.26% 100
2016
Q1
$2.27M Buy
48,616
+7,244
+18% +$338K 0.35% 88
2015
Q4
$1.97M Sell
41,372
-38,028
-48% -$1.81M 0.31% 100
2015
Q3
$3.68M Buy
79,400
+10,561
+15% +$489K 0.56% 67
2015
Q2
$4.31M Buy
68,839
+12,056
+21% +$755K 0.6% 59
2015
Q1
$4.44M Buy
+56,783
New +$4.44M 0.63% 52