Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
149
2025
Q1
Hold
0
185
2024
Q4
Hold
0
199
2024
Q1
Sell
-206,198
Closed -$1.43M 201
2023
Q4
$1.43M Buy
+206,198
New +$1.43M 0.18% 59