Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,121
Closed -$1.38M 762
2025
Q1
$1.38M Buy
+18,121
New +$1.38M ﹤0.01% 246
2024
Q4
Hold
0
781
2024
Q3
Sell
-17,516
Closed -$1.83M 604
2024
Q2
$1.83M Buy
+17,516
New +$1.83M ﹤0.01% 196
2024
Q1
Hold
0
551
2023
Q4
Hold
0
374
2023
Q3
Hold
0
357
2023
Q2
Hold
0
255
2023
Q1
Hold
0
262
2022
Q4
Hold
0
247
2022
Q3
Hold
0
272
2022
Q2
Hold
0
263
2022
Q1
Hold
0
281
2021
Q4
Hold
0
325
2021
Q3
Hold
0
318
2021
Q2
Hold
0
290
2021
Q1
Hold
0
280
2020
Q4
Hold
0
242
2020
Q3
Hold
0
216
2020
Q2
Hold
0
215
2020
Q1
Hold
0
208
2019
Q4
Hold
0
219
2019
Q3
Hold
0
183
2019
Q2
Hold
0
170
2019
Q1
Hold
0
149
2018
Q4
Hold
0
189