Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
185
2025
Q1
Hold
0
203
2024
Q4
Hold
0
144
2024
Q3
Hold
0
169
2024
Q2
Hold
0
154
2024
Q1
Hold
0
195
2023
Q4
Sell
-7,031
Closed -$550K 197
2023
Q3
$550K Buy
+7,031
New +$550K 0.03% 88
2023
Q2
Sell
-10,925
Closed -$960K 161
2023
Q1
$960K Buy
+10,925
New +$960K 0.05% 20
2022
Q4
Hold
0
122