Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
913
2025
Q1
Hold
0
860
2024
Q4
Hold
0
848
2020
Q3
Sell
-22,256
Closed -$2.44M 634
2020
Q2
$2.44M Buy
+22,256
New +$2.44M 0.14% 100