Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
296
2024
Q4
Hold
0
282
2023
Q1
Hold
0
556
2022
Q4
Hold
0
626
2022
Q2
Sell
-5,187
Closed -$210K 820
2022
Q1
$210K Sell
5,187
-943
-15% -$38.2K 0.01% 403
2021
Q4
$357K Buy
6,130
+2,902
+90% +$169K 0.01% 441
2021
Q3
$215K Sell
3,228
-346
-10% -$23K 0.01% 512
2021
Q2
$361K Buy
3,574
+126
+4% +$12.7K 0.01% 434
2021
Q1
$345K Buy
+3,448
New +$345K 0.02% 323
2020
Q4
Hold
0
777
2020
Q3
Hold
0
634
2020
Q2
Hold
0
619
2020
Q1
Hold
0
520
2019
Q4
Hold
0
510
2019
Q3
Hold
0
477