Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
231
2025
Q1
Hold
0
302
2024
Q3
Hold
0
340
2024
Q2
Sell
-829
Closed -$215K 311
2024
Q1
$215K Buy
+829
New +$215K 0.01% 288
2023
Q4
Hold
0
267
2023
Q3
Hold
0
323
2022
Q2
Sell
-1,600
Closed -$342K 361
2022
Q1
$342K Buy
+1,600
New +$342K 0.01% 247
2021
Q2
Hold
0
679
2021
Q1
Sell
-7,113
Closed -$1.1M 823
2020
Q4
$1.1M Sell
7,113
-2,289
-24% -$352K 0.11% 212
2020
Q3
$1.09M Buy
9,402
+3,502
+59% +$407K 0.09% 137
2020
Q2
$747K Buy
+5,900
New +$747K 0.05% 95