Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
880
2025
Q1
Sell
-4,204
Closed -$153K 824
2024
Q4
$153K Buy
+4,204
New +$153K 0.01% 542
2024
Q3
Hold
0
782
2024
Q2
Hold
0
744
2024
Q1
Hold
0
726
2023
Q4
Hold
0
715
2023
Q3
Hold
0
714
2023
Q2
Hold
0
737