Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2427
2024
Q4
Hold
0
2475
2024
Q3
Hold
0
2314
2024
Q2
Hold
0
2255
2023
Q4
Hold
0
2254
2023
Q3
Hold
0
2222
2023
Q2
Hold
0
2174
2023
Q1
Hold
0
2166
2022
Q4
Hold
0
2182
2022
Q3
Hold
0
2319
2022
Q2
Hold
0
2404
2022
Q1
Hold
0
2659
2021
Q4
Sell
-18,190
Closed -$146K 2764
2021
Q3
$146K Buy
18,190
+6,623
+57% +$53.2K ﹤0.01% 1665
2021
Q2
$95K Buy
11,567
+603
+5% +$4.95K ﹤0.01% 1641
2021
Q1
$63K Buy
+10,964
New +$63K ﹤0.01% 1691