Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
497
2024
Q4
Hold
0
464
2023
Q2
Hold
0
774
2023
Q1
Hold
0
957
2022
Q4
Hold
0
1021
2022
Q3
Hold
0
1128
2022
Q2
Hold
0
1279
2022
Q1
Hold
0
1428
2021
Q4
Hold
0
1415
2021
Q3
Sell
-16,499
Closed -$303K 1358
2021
Q2
$303K Buy
+16,499
New +$303K 0.01% 459
2021
Q1
Hold
0
1274
2020
Q4
Hold
0
1186