Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3241
2025
Q1
Hold
0
3172
2024
Q4
Hold
0
3249
2024
Q3
Hold
0
3120
2024
Q2
Hold
0
3231
2024
Q1
Hold
0
3184
2023
Q4
Hold
0
3250
2023
Q3
Sell
-587
Closed -$11K 3157
2023
Q2
$11K Buy
+587
New +$11K ﹤0.01% 1725
2023
Q1
Hold
0
3201
2022
Q4
Hold
0
3340
2022
Q3
Hold
0
3495
2022
Q2
Sell
-2,592
Closed -$90K 3417
2022
Q1
$90K Sell
2,592
-6,362
-71% -$221K ﹤0.01% 1459
2021
Q4
$340K Buy
+8,954
New +$340K ﹤0.01% 928
2021
Q3
Hold
0
3271
2021
Q2
Hold
0
3367
2021
Q1
Sell
-33,982
Closed -$1.02M 3103
2020
Q4
$1.02M Buy
33,982
+26,072
+330% +$780K ﹤0.01% 417
2020
Q3
$297K Buy
+7,910
New +$297K ﹤0.01% 703