Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
411
2024
Q4
Hold
0
390
2024
Q3
Hold
0
378
2024
Q1
Hold
0
479
2023
Q4
Sell
-84,237
Closed -$593K 500
2023
Q3
$593K Buy
+84,237
New +$593K 0.09% 115
2023
Q2
Hold
0
619
2023
Q1
Hold
0
777
2022
Q4
Hold
0
838
2022
Q3
Hold
0
932
2022
Q2
Hold
0
1067
2022
Q1
Sell
-12,256
Closed -$471K 1189
2021
Q4
$471K Buy
12,256
+1,541
+14% +$59.2K 0.01% 397
2021
Q3
$537K Sell
10,715
-821
-7% -$41.1K 0.02% 387
2021
Q2
$731K Buy
11,536
+1,004
+10% +$63.6K 0.02% 322
2021
Q1
$701K Buy
+10,532
New +$701K 0.04% 224
2020
Q4
Hold
0
1001
2020
Q3
Hold
0
847
2020
Q2
Hold
0
818
2020
Q1
Hold
0
707
2019
Q4
Hold
0
679
2019
Q3
Hold
0
627
2019
Q2
Hold
0
587
2019
Q1
Hold
0
595