Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
145
2024
Q4
Hold
0
136
2024
Q3
Sell
-23,233
Closed -$752K 123
2024
Q2
$752K Buy
+23,233
New +$752K 0.09% 61
2021
Q2
Hold
0
621
2021
Q1
Hold
0
504
2017
Q3
Hold
0
320
2017
Q2
Hold
0
313
2014
Q1
Hold
0
416
2013
Q4
Hold
0
482