Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-768
Closed -$307K 206
2025
Q1
$307K Sell
768
-173
-18% -$69K 0.01% 234
2024
Q4
$338K Sell
941
-553
-37% -$199K 0.01% 221
2024
Q3
$517K Buy
+1,494
New +$517K 0.01% 197
2023
Q3
Hold
0
296
2023
Q2
Hold
0
266
2023
Q1
Hold
0
226
2022
Q4
Hold
0
235
2022
Q3
Hold
0
421
2022
Q2
Hold
0
337
2022
Q1
Hold
0
353
2021
Q4
Hold
0
375
2021
Q3
Hold
0
521
2021
Q2
Hold
0
634
2021
Q1
Hold
0
795
2020
Q4
Hold
0
523
2020
Q3
Hold
0
367
2020
Q2
Hold
0
234