Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1102
2025
Q1
Hold
0
1054
2024
Q4
Hold
0
1057
2024
Q3
Sell
-27,995
Closed -$3.05M 905
2024
Q2
$3.05M Buy
27,995
+5,367
+24% +$584K ﹤0.01% 118
2024
Q1
$3.03M Buy
+22,628
New +$3.03M ﹤0.01% 96
2023
Q4
Hold
0
574
2023
Q3
Hold
0
500
2023
Q2
Hold
0
407
2020
Q1
Hold
0
316
2019
Q4
Hold
0
315