Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
505
2024
Q4
Hold
0
494
2024
Q3
Hold
0
478
2024
Q1
Hold
0
635
2023
Q4
Sell
-51,290
Closed -$3.59M 682
2023
Q3
$3.59M Buy
51,290
+33,032
+181% +$2.31M 0.57% 25
2023
Q2
$1.24M Buy
+18,258
New +$1.24M 0.22% 60
2023
Q1
Hold
0
1002
2022
Q4
Hold
0
1072
2022
Q3
Hold
0
1177
2022
Q2
Hold
0
1337
2022
Q1
Hold
0
1491
2021
Q4
Hold
0
1474
2021
Q3
Hold
0
1411
2021
Q2
Hold
0
1341
2021
Q1
Hold
0
1337
2020
Q4
Hold
0
1228