Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2471
2025
Q1
Hold
0
2514
2022
Q3
Hold
0
2366
2022
Q2
Hold
0
2457
2021
Q4
Sell
-10,941
Closed -$30K 2806
2021
Q3
$30K Buy
+10,941
New +$30K ﹤0.01% 1861
2021
Q2
Sell
-24,279
Closed -$157K 2708
2021
Q1
$157K Buy
+24,279
New +$157K ﹤0.01% 1547
2020
Q4
Hold
0
2257
2019
Q4
Sell
-12,550
Closed -$29K 2086
2019
Q3
$29K Buy
+12,550
New +$29K ﹤0.01% 1237
2019
Q2
Hold
0
2065
2018
Q4
Sell
-35,913
Closed -$261K 2140
2018
Q3
$261K Buy
+35,913
New +$261K ﹤0.01% 1123
2016
Q4
Sell
-17,721
Closed -$97K 2131
2016
Q3
$97K Buy
+17,721
New +$97K ﹤0.01% 956