Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
325
2025
Q1
Sell
-70,000
Closed -$15.4M 309
2024
Q4
$15.4M Buy
+70,000
New +$15.4M 1.22% 20
2023
Q1
Sell
-1,174
Closed -$98.6K 321
2022
Q4
$98.6K Buy
+1,174
New +$98.6K 0.03% 249