Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
126
2025
Q1
Hold
0
145
2024
Q4
Hold
0
142
2021
Q1
Sell
-308,607
Closed -$2.12M 207
2020
Q4
$2.12M Sell
308,607
-150,000
-33% -$1.03M 0.09% 72
2020
Q3
$2.56M Buy
+458,607
New +$2.56M 0.19% 50