Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-97
Closed -$8.98K 460
2025
Q1
$8.98K Buy
+97
New +$8.98K ﹤0.01% 909
2016
Q2
Sell
-7,014
Closed -$349K 508
2016
Q1
$349K Sell
7,014
-1,288
-16% -$64.1K 0.01% 417
2015
Q4
$377K Sell
8,302
-6,840
-45% -$311K 0.01% 422
2015
Q3
$706K Sell
15,142
-2,105
-12% -$98.1K 0.03% 348
2015
Q2
$979K Sell
17,247
-382
-2% -$21.7K 0.03% 313
2015
Q1
$95K Buy
17,629
+2,555
+17% +$13.8K ﹤0.01% 536
2014
Q4
$681K Buy
+15,074
New +$681K 0.02% 354