Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1275
2025
Q1
Sell
-13,585
Closed -$84.1K 1256
2024
Q4
$84.1K Buy
+13,585
New +$84.1K ﹤0.01% 760
2024
Q3
Hold
0
1472
2024
Q1
Hold
0
1860
2023
Q4
Hold
0
1965
2023
Q3
Hold
0
1949
2023
Q2
Hold
0
1786
2023
Q1
Hold
0
1867
2022
Q4
Hold
0
1985
2022
Q3
Sell
-8,528
Closed -$78K 2120
2022
Q2
$78K Buy
+8,528
New +$78K ﹤0.01% 1336
2022
Q1
Hold
0
2195
2021
Q4
Hold
0
2210
2021
Q3
Hold
0
1984