Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$235K Buy
+754
New +$235K 0.07% 90
2016
Q2
Sell
-214
Closed -$32K 62
2016
Q1
$32K Sell
214
-716
-77% -$107K 0.06% 117
2015
Q4
$151K Buy
930
+507
+120% +$82.3K 0.14% 74
2015
Q3
$59K Buy
423
+109
+35% +$15.2K 0.1% 96
2015
Q2
$48K Sell
314
-81
-21% -$12.4K 0.05% 103
2015
Q1
$63K Hold
395
0.06% 94
2014
Q4
$63K Buy
+395
New +$63K 0.06% 96