Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
56
2025
Q1
Hold
0
95
2023
Q2
Sell
-6,304
Closed -$239K 99
2023
Q1
$239K Buy
+6,304
New +$239K 0.09% 26
2022
Q4
Hold
0
91
2022
Q3
Hold
0
-$186K 125
2022
Q2
Hold
0
-$290K 79
2022
Q1
Hold
0
64
2021
Q4
Hold
0
254
2021
Q3
Hold
0
230
2021
Q2
Hold
0
171
2021
Q1
Hold
0
231
2020
Q4
Hold
0
-$471K 289
2020
Q3
Hold
0
-$1.83M 53
2020
Q2
Hold
0
14
2020
Q1
Hold
0
259
2019
Q3
Hold
0
-$40K 168
2019
Q2
Hold
0
-$45K 64
2019
Q1
Hold
0
61
2018
Q4
Hold
0
210
2018
Q3
Hold
0
294
2018
Q2
Hold
0
-$490K 322
2018
Q1
Hold
0
-$23K 91
2017
Q4
Hold
0
199