Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17
Closed -$169 1653
2025
Q1
$169 Buy
+17
New +$169 ﹤0.01% 1481
2017
Q3
Sell
-7,348
Closed -$365K 482
2017
Q2
$365K Buy
7,348
+847
+13% +$42.1K 0.01% 383
2017
Q1
$412K Buy
6,501
+701
+12% +$44.4K 0.02% 377
2016
Q4
$428K Buy
5,800
+2,262
+64% +$167K 0.02% 369
2016
Q3
$276K Buy
3,538
+850
+32% +$66.3K 0.01% 454
2016
Q2
$236K Buy
2,688
+141
+6% +$12.4K 0.01% 460
2016
Q1
$252K Buy
2,547
+213
+9% +$21.1K 0.01% 457
2015
Q4
$234K Buy
+2,334
New +$234K 0.01% 488