Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1351
2025
Q1
Sell
-20,038
Closed -$1.4M 1293
2024
Q4
$1.4M Buy
+20,038
New +$1.4M ﹤0.01% 299
2024
Q3
Hold
0
1116
2024
Q2
Hold
0
1065
2024
Q1
Hold
0
975
2023
Q4
Hold
0
719
2023
Q3
Hold
0
617
2023
Q2
Hold
0
521
2023
Q1
Hold
0
521
2022
Q4
Hold
0
520
2022
Q3
Hold
0
500
2022
Q2
Hold
0
443
2022
Q1
Hold
0
473
2020
Q2
Hold
0
407
2020
Q1
Hold
0
389