Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
77
2025
Q1
Hold
0
64
2024
Q4
Hold
0
58
2024
Q3
Hold
0
67
2024
Q2
Hold
0
77
2024
Q1
Sell
-14,500
Closed -$1.38M 72
2023
Q4
$1.38M Hold
14,500
1.35% 22
2023
Q3
$1.35M Hold
14,500
0.69% 20
2023
Q2
$1.33M Buy
+14,500
New +$1.33M 1.01% 16