Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3978
2025
Q1
Hold
0
3915
2024
Q4
Hold
0
3936
2024
Q3
Hold
0
3863
2024
Q2
Hold
0
3924
2024
Q1
Hold
0
3916
2023
Q4
Hold
0
3956
2023
Q3
Hold
0
3897
2023
Q2
Sell
-3,934
Closed -$446K 3936
2023
Q1
$446K Buy
+3,934
New +$446K ﹤0.01% 562
2022
Q4
Hold
0
4057
2022
Q3
Hold
0
4160
2022
Q2
Sell
-76
Closed -$16K 4125
2022
Q1
$16K Sell
76
-117
-61% -$24.6K ﹤0.01% 2170
2021
Q4
$73K Buy
+193
New +$73K ﹤0.01% 1686
2021
Q3
Hold
0
3715
2021
Q2
Sell
-455
Closed -$241K 3858
2021
Q1
$241K Buy
+455
New +$241K ﹤0.01% 1003
2020
Q4
Hold
0
3316