Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.51M Buy
+45,146
New +$4.51M ﹤0.01% 120
2025
Q1
Hold
0
1210
2024
Q4
Sell
-23,876
Closed -$1.77M 1190
2024
Q3
$1.77M Buy
+23,876
New +$1.77M ﹤0.01% 160
2024
Q2
Hold
0
1007
2024
Q1
Hold
0
927
2023
Q4
Hold
0
673
2023
Q3
Hold
0
581
2023
Q2
Hold
0
489
2023
Q1
Hold
0
484
2022
Q4
Hold
0
479
2022
Q3
Hold
0
468
2022
Q2
Hold
0
419
2022
Q1
Hold
0
451
2021
Q4
Hold
0
479
2021
Q3
Hold
0
469
2021
Q2
Hold
0
451
2021
Q1
Hold
0
450
2020
Q4
Hold
0
407
2020
Q3
Hold
0
386
2020
Q2
Hold
0
383
2020
Q1
Hold
0
370
2019
Q4
Sell
-13,722
Closed -$1.35M 366
2019
Q3
$1.35M Buy
+13,722
New +$1.35M ﹤0.01% 79
2019
Q2
Hold
0
303