Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$1.05M 21
2025
Q1
Hold
0
-$1.33M 24
2024
Q4
Hold
0
-$1.37M 11
2024
Q3
Hold
0
-$1.33M 19
2024
Q2
Hold
0
-$1.72M 15
2024
Q1
Hold
0
-$1.83M 14
2023
Q4
Hold
0
-$1.76M 10
2023
Q3
Hold
0
-$1.49M 9
2023
Q2
Hold
0
-$1.57M 25
2023
Q1
Hold
0
-$1.38M 15
2022
Q4
Hold
0
-$1.34M 19
2022
Q3
Hold
0
-$1.23M 12
2022
Q2
Hold
0
-$1.39M 19
2022
Q1
Sell
-17,700
Closed -$1.45M 18
2021
Q4
$1.45M Buy
+17,700
New +$1.45M 1.28% 18