Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-32,422
Closed -$3M 131
2025
Q1
$3M Buy
+32,422
New +$3M 0.32% 36
2024
Q4
Hold
0
121
2024
Q3
Hold
0
104
2024
Q2
Hold
0
115
2024
Q1
Hold
0
139
2023
Q4
Hold
0
153
2014
Q1
Hold
0
389
2013
Q4
Hold
0
462