Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
476
2024
Q4
Hold
0
445
2024
Q3
Hold
0
433
2024
Q2
Hold
0
468
2024
Q1
Hold
0
580
2023
Q4
Hold
0
622
2021
Q4
Sell
-14,320
Closed -$645K 1379
2021
Q3
$645K Buy
14,320
+1,927
+16% +$86.8K 0.02% 365
2021
Q2
$722K Buy
+12,393
New +$722K 0.02% 323
2021
Q1
Sell
-11,121
Closed -$384K 1238
2020
Q4
$384K Buy
+11,121
New +$384K 0.01% 332
2019
Q3
Sell
-23,618
Closed -$380K 734
2019
Q2
$380K Buy
+23,618
New +$380K 0.03% 202