Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
238
2025
Q1
Hold
0
266
2024
Q4
Sell
-20,429
Closed -$179K 320
2024
Q3
$179K Hold
20,429
0.06% 205
2024
Q2
$144K Hold
20,429
0.04% 229
2024
Q1
$204K Hold
20,429
0.08% 216
2023
Q4
$253K Buy
+20,429
New +$253K 0.09% 153
2023
Q3
Sell
-94,900
Closed -$1.28M 184
2023
Q2
$1.28M Buy
+94,900
New +$1.28M 0.52% 41