Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
207
2025
Q1
Hold
0
212
2024
Q4
Hold
0
196
2024
Q3
Hold
0
182
2024
Q2
Hold
0
188
2024
Q1
Hold
0
172
2023
Q4
Sell
-1,046
Closed -$262K 149
2023
Q3
$262K Buy
+1,046
New +$262K 0.06% 83
2023
Q1
Sell
-3,045
Closed -$375K 162
2022
Q4
$375K Buy
+3,045
New +$375K 0.21% 88
2021
Q4
Sell
-1,167
Closed -$302K 98
2021
Q3
$302K Buy
1,167
+171
+17% +$44.3K 0.12% 71
2021
Q2
$226K Buy
+996
New +$226K 0.15% 73
2019
Q3
Sell
-14,250
Closed -$212K 72
2019
Q2
$212K Buy
+14,250
New +$212K 0.09% 53