Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
464
2024
Q1
Sell
-6,629
Closed -$477K 498
2023
Q4
$477K Buy
+6,629
New +$477K 0.02% 97
2023
Q3
Hold
0
482
2023
Q2
Hold
0
528
2021
Q4
Sell
-11,365
Closed -$2.97M 499
2021
Q3
$2.97M Buy
11,365
+10,412
+1,093% +$2.72M 0.04% 86
2021
Q2
$369K Buy
+953
New +$369K 0.01% 215