Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.6K Buy
+432
New +$17.6K ﹤0.01% 552
2018
Q1
Sell
-18,289
Closed -$705K 191
2017
Q4
$705K Sell
18,289
-875
-5% -$33.7K 0.18% 112
2017
Q3
$729K Buy
19,164
+93
+0.5% +$3.54K 0.19% 112
2017
Q2
$744K Sell
19,071
-177
-0.9% -$6.91K 0.19% 107
2017
Q1
$698K Sell
19,248
-19
-0.1% -$689 0.19% 107
2016
Q4
$702K Sell
19,267
-52
-0.3% -$1.9K 0.2% 107
2016
Q3
$695K Buy
+19,319
New +$695K 0.2% 106