Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
259
2025
Q1
Hold
0
257
2024
Q4
Hold
0
251
2024
Q3
Hold
0
259
2024
Q2
Hold
0
212
2024
Q1
Sell
-842
Closed -$209K 119
2023
Q4
$209K Buy
+842
New +$209K 0.77% 35
2023
Q1
Sell
-2,641
Closed -$325K 109
2022
Q4
$325K Buy
+2,641
New +$325K 1.44% 16
2022
Q2
Sell
-2,034
Closed -$731K 180
2022
Q1
$731K Buy
+2,034
New +$731K 1.88% 5
2021
Q4
Sell
-7,209
Closed -$1.86M 112
2021
Q3
$1.86M Buy
7,209
+3,531
+96% +$913K 8.03% 3
2021
Q2
$833K Buy
3,678
+174
+5% +$39.4K 3.96% 3
2021
Q1
$780K Buy
+3,504
New +$780K 2.52% 8
2020
Q4
Hold
0
64