Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
649
2025
Q1
Hold
0
596
2024
Q4
Sell
-11,946
Closed -$3.85M 675
2024
Q3
$3.85M Buy
+11,946
New +$3.85M ﹤0.01% 75
2024
Q2
Hold
0
595
2024
Q1
Hold
0
474
2023
Q4
Hold
0
313
2023
Q3
Hold
0
304
2023
Q2
Hold
0
205
2023
Q1
Hold
0
219
2022
Q4
Hold
0
198
2022
Q3
Hold
0
232
2022
Q2
Hold
0
237
2022
Q1
Hold
0
251
2021
Q4
Hold
0
296
2021
Q3
Hold
0
285
2021
Q2
Hold
0
255
2021
Q1
Hold
0
252
2020
Q4
Hold
0
220
2020
Q3
Hold
0
190
2020
Q2
Hold
0
191
2020
Q1
Hold
0
181
2019
Q4
Hold
0
194
2019
Q3
Hold
0
158
2019
Q2
Hold
0
141
2019
Q1
Hold
0
111
2018
Q4
Hold
0
157