Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.3K Buy
+2,330
New +$25.3K ﹤0.01% 498
2018
Q4
Sell
-13,509
Closed -$125K 177
2018
Q3
$125K Sell
13,509
-777
-5% -$7.19K 0.03% 181
2018
Q2
$158K Sell
14,286
-5,340
-27% -$59.1K 0.04% 176
2018
Q1
$217K Sell
19,626
-6,593
-25% -$72.9K 0.06% 174
2017
Q4
$327K Sell
26,219
-21,648
-45% -$270K 0.08% 161
2017
Q3
$573K Sell
47,867
-52,702
-52% -$631K 0.15% 122
2017
Q2
$1.13M Buy
100,569
+3,028
+3% +$33.9K 0.29% 87
2017
Q1
$1.14M Sell
97,541
-2,292
-2% -$26.7K 0.31% 83
2016
Q4
$1.21M Buy
99,833
+1,107
+1% +$13.4K 0.34% 79
2016
Q3
$1.19M Buy
98,726
+3,638
+4% +$43.9K 0.34% 81
2016
Q2
$1.2M Buy
95,088
+9,954
+12% +$125K 0.34% 83
2016
Q1
$1.15M Buy
85,134
+687
+0.8% +$9.27K 0.35% 83
2015
Q4
$1.19M Sell
84,447
-2,824
-3% -$39.8K 0.37% 78
2015
Q3
$1.18M Sell
87,271
-1,458
-2% -$19.8K 0.38% 75
2015
Q2
$1.33M Buy
88,729
+3,680
+4% +$55.2K 0.39% 71
2015
Q1
$1.37M Buy
85,049
+3,766
+5% +$60.8K 0.41% 68
2014
Q4
$1.26M Buy
+81,283
New +$1.26M 0.38% 77