Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-240
Closed -$31K 194
2024
Q4
$31K Hold
240
﹤0.01% 180
2024
Q3
$32.8K Hold
240
﹤0.01% 179
2024
Q2
$24.5K Sell
240
-47
-16% -$4.8K ﹤0.01% 184
2024
Q1
$25.5K Buy
+287
New +$25.5K ﹤0.01% 184
2019
Q1
Sell
-831
Closed -$132K 235
2018
Q4
$132K Buy
+831
New +$132K 0.01% 205
2018
Q3
Sell
-538
Closed -$88K 221
2018
Q2
$88K Sell
538
-299
-36% -$48.9K 0.01% 208
2018
Q1
$154K Buy
+837
New +$154K 0.01% 191
2017
Q4
Sell
-837
Closed -$147K 219
2017
Q3
$147K Buy
+837
New +$147K 0.01% 192
2014
Q3
Sell
-454
Closed -$54K 168
2014
Q2
$54K Buy
+454
New +$54K 0.01% 155
2014
Q1
Sell
-454
Closed -$53K 171
2013
Q4
$53K Sell
454
-180
-28% -$21K 0.01% 171
2013
Q3
$63K Sell
634
-48,677
-99% -$4.84M 0.01% 182
2013
Q2
$4.51M Buy
+49,311
New +$4.51M 0.74% 24