Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1238
2025
Q1
Hold
0
1182
2024
Q4
Hold
0
1170
2024
Q3
Sell
-86,966
Closed -$329K 1029
2024
Q2
$329K Buy
+86,966
New +$329K ﹤0.01% 509
2024
Q1
Hold
0
905
2023
Q4
Hold
0
655
2023
Q3
Hold
0
568
2023
Q2
Hold
0
477
2023
Q1
Hold
0
472
2022
Q4
Hold
0
469
2022
Q3
Hold
0
459
2022
Q2
Hold
0
410
2022
Q1
Hold
0
443
2021
Q4
Sell
-90,552
Closed -$494K 469
2021
Q3
$494K Sell
90,552
-110,963
-55% -$605K ﹤0.01% 218
2021
Q2
$1.07M Sell
201,515
-142,057
-41% -$756K ﹤0.01% 126
2021
Q1
$1.36M Buy
343,572
+272,026
+380% +$1.08M ﹤0.01% 117
2020
Q4
$280K Buy
+71,546
New +$280K ﹤0.01% 186
2020
Q3
Hold
0
376
2020
Q2
Hold
0
373
2019
Q2
Hold
0
296
2019
Q1
Hold
0
325
2018
Q4
Hold
0
332