Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1201
2025
Q1
Hold
0
1154
2024
Q4
Hold
0
1145
2024
Q3
Hold
0
998
2024
Q2
Sell
-20,302
Closed -$844K 965
2024
Q1
$844K Buy
+20,302
New +$844K ﹤0.01% 252
2023
Q4
Hold
0
633
2023
Q3
Hold
0
550
2023
Q2
Hold
0
462
2023
Q1
Hold
0
455
2022
Q4
Hold
0
448
2022
Q3
Hold
0
442
2019
Q4
Sell
-11,188
Closed -$313K 350
2019
Q3
$313K Sell
11,188
-8,345
-43% -$233K ﹤0.01% 126
2019
Q2
$629K Buy
+19,533
New +$629K ﹤0.01% 77
2019
Q1
Hold
0
317
2018
Q4
Hold
0
323