Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
960
2025
Q1
Sell
-29,223
Closed -$1.12M 916
2024
Q4
$1.12M Buy
+29,223
New +$1.12M ﹤0.01% 355
2024
Q3
Sell
-16,209
Closed -$478K 783
2024
Q2
$478K Buy
+16,209
New +$478K ﹤0.01% 446
2024
Q1
Hold
0
703
2023
Q4
Hold
0
499
2023
Q3
Hold
0
450
2023
Q2
Hold
0
348
2023
Q1
Hold
0
347
2022
Q4
Hold
0
334
2022
Q3
Hold
0
347
2020
Q1
Hold
0
272
2019
Q4
Hold
0
275
2019
Q3
Hold
0
238
2019
Q1
Hold
0
223
2018
Q4
Hold
0
249