Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
85
2025
Q1
Hold
0
88
2024
Q4
Hold
0
83
2024
Q3
Hold
0
77
2024
Q2
Sell
-5,557
Closed -$206K 91
2024
Q1
$206K Buy
+5,557
New +$206K 0.01% 60
2023
Q3
Hold
0
72
2023
Q2
Sell
-21,691
Closed -$720K 77
2023
Q1
$720K Buy
+21,691
New +$720K 0.03% 35
2022
Q4
Sell
-7,318
Closed -$206K 79
2022
Q3
$206K Buy
+7,318
New +$206K 0.01% 53
2022
Q2
Hold
0
76
2022
Q1
Sell
-17,761
Closed -$749K 72
2021
Q4
$749K Buy
+17,761
New +$749K 0.04% 59