Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-503
Closed -$342K 123
2025
Q1
$342K Buy
+503
New +$342K 0.08% 50
2023
Q3
Hold
0
149
2023
Q2
Hold
0
155
2023
Q1
Hold
0
109
2022
Q4
Hold
0
-$110K 134
2022
Q3
Hold
0
76
2022
Q2
Hold
0
-$150K 232
2022
Q1
Hold
0
88
2021
Q4
Hold
0
-$757K 326
2021
Q3
Hold
0
-$25K 43
2021
Q2
Hold
0
111
2021
Q1
Hold
0
-$39K 321
2020
Q4
Hold
0
207
2020
Q3
Hold
0
-$102K 295
2020
Q2
Hold
0
140
2020
Q1
Hold
0
316
2018
Q4
Hold
0
-$126K 307
2018
Q3
Hold
0
116