Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
286
2025
Q1
Hold
0
285
2024
Q4
Hold
0
272
2024
Q3
Hold
0
255
2024
Q1
Hold
0
331
2023
Q4
Hold
0
345
2023
Q3
Hold
0
397
2023
Q2
Hold
0
423
2023
Q1
Hold
0
531
2022
Q4
Hold
0
602
2022
Q3
Hold
0
690
2022
Q2
Sell
-19,178
Closed -$529K 793
2022
Q1
$529K Buy
+19,178
New +$529K 0.02% 310
2021
Q4
Sell
-16,936
Closed -$666K 942
2021
Q3
$666K Buy
+16,936
New +$666K 0.02% 358