Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3436
2025
Q1
Hold
0
3339
2024
Q4
Hold
0
3224
2024
Q3
Hold
0
2879
2024
Q2
Hold
0
2920
2024
Q1
Hold
0
3007
2023
Q4
Hold
0
3113
2023
Q3
Hold
0
3121
2023
Q2
Hold
0
3076
2023
Q1
Hold
0
2994
2022
Q4
Hold
0
3052
2022
Q3
Sell
-358
Closed -$32K 3030
2022
Q2
$32K Sell
358
-4,808
-93% -$430K ﹤0.01% 1394
2022
Q1
$573K Buy
+5,166
New +$573K ﹤0.01% 705
2021
Q4
Hold
0
3138
2021
Q3
Hold
0
3025
2021
Q2
Hold
0
2909
2021
Q1
Sell
-17,502
Closed -$2.28M 2712
2020
Q4
$2.28M Buy
17,502
+17,402
+17,402% +$2.27M ﹤0.01% 307
2020
Q3
$16K Buy
+100
New +$16K ﹤0.01% 1257
2015
Q3
Hold
0
1743
2015
Q2
Hold
0
1729