Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,300
Closed -$2.39M 1191
2025
Q1
$2.39M Buy
+16,300
New +$2.39M ﹤0.01% 161
2024
Q4
Hold
0
1136
2024
Q3
Sell
-10,211
Closed -$1.04M 990
2024
Q2
$1.04M Buy
+10,211
New +$1.04M ﹤0.01% 315
2024
Q1
Hold
0
875
2023
Q4
Hold
0
629
2023
Q3
Hold
0
547
2023
Q2
Hold
0
457
2023
Q1
Hold
0
451
2022
Q4
Hold
0
444
2022
Q3
Hold
0
441
2022
Q2
Hold
0
395
2022
Q1
Hold
0
429
2021
Q4
Hold
0
457
2021
Q3
Hold
0
448
2021
Q2
Hold
0
426
2021
Q1
Hold
0
424
2020
Q4
Hold
0
389
2020
Q3
Hold
0
361
2020
Q2
Hold
0
359
2020
Q1
Hold
0
349
2019
Q4
Hold
0
347
2019
Q3
Hold
0
305
2019
Q2
Hold
0
288
2019
Q1
Hold
0
312
2018
Q4
Hold
0
320