Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
389
-29
-7% -$15.5K 0.01% 406
2025
Q1
$155K Buy
+418
New +$155K 0.01% 340
2018
Q4
Sell
-11,749
Closed -$882K 414
2018
Q3
$882K Sell
11,749
-391
-3% -$29.4K 0.03% 266
2018
Q2
$925K Sell
12,140
-4,502
-27% -$343K 0.04% 257
2018
Q1
$1.3M Sell
16,642
-352
-2% -$27.4K 0.05% 225
2017
Q4
$1.39M Buy
16,994
+94
+0.6% +$7.68K 0.05% 214
2017
Q3
$1.17M Sell
16,900
-861
-5% -$59.7K 0.05% 238
2017
Q2
$1.16M Sell
17,761
-590
-3% -$38.6K 0.05% 237
2017
Q1
$1.16M Sell
18,351
-3,204
-15% -$202K 0.05% 230
2016
Q4
$1.53M Sell
21,555
-1,252
-5% -$88.6K 0.06% 206
2016
Q3
$1.36M Buy
+22,807
New +$1.36M 0.06% 223