Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-26,600
Closed -$140K 158
2025
Q1
$140K Buy
+26,600
New +$140K 0.11% 102
2022
Q1
Sell
-10,650
Closed -$66K 132
2021
Q4
$66K Buy
+10,650
New +$66K 0.05% 114
2018
Q3
$1K Hold
107
﹤0.01% 690
2018
Q2
$1K Hold
107
﹤0.01% 650
2018
Q1
$1K Hold
107
﹤0.01% 605
2017
Q4
$0 Sell
107
-2,490
-96% ﹤0.01% 939
2017
Q3
$16K Sell
2,597
-360
-12% -$2.22K 0.03% 548
2017
Q2
$18K Hold
2,957
0.03% 504
2017
Q1
$16K Sell
2,957
-1,000
-25% -$5.41K 0.02% 565
2016
Q4
$19K Buy
3,957
+1,420
+56% +$6.82K 0.03% 517
2016
Q3
$15K Hold
2,537
0.03% 557
2016
Q2
$14K Buy
2,537
+2,430
+2,271% +$13.4K 0.02% 561
2016
Q1
$1K Buy
+107
New +$1K ﹤0.01% 1028
2014
Q3
Sell
-250
Closed -$2K 1207
2014
Q2
$2K Hold
250
﹤0.01% 722
2014
Q1
$2K Hold
250
﹤0.01% 758
2013
Q4
$2K Buy
+250
New +$2K ﹤0.01% 660