Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
256
2025
Q1
Hold
0
249
2024
Q4
Hold
0
238
2024
Q3
Hold
0
221
2024
Q1
Hold
0
297
2023
Q4
Hold
0
306
2023
Q3
Hold
0
357
2023
Q2
Hold
0
376
2023
Q1
Hold
0
465
2022
Q4
Hold
0
538
2022
Q3
Hold
0
612
2022
Q2
Hold
0
707
2022
Q1
Hold
0
795
2021
Q4
Sell
-28,048
Closed -$672K 859
2021
Q3
$672K Sell
28,048
-6,722
-19% -$161K 0.02% 355
2021
Q2
$1.12M Buy
34,770
+4,698
+16% +$151K 0.03% 268
2021
Q1
$665K Buy
30,072
+19,308
+179% +$427K 0.04% 232
2020
Q4
$301K Buy
+10,764
New +$301K 0.01% 358