Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1421
2025
Q1
Sell
-24,479
Closed -$1.53M 1363
2024
Q4
$1.53M Sell
24,479
-32,922
-57% -$2.06M ﹤0.01% 273
2024
Q3
$3.79M Buy
+57,401
New +$3.79M ﹤0.01% 79
2024
Q2
Hold
0
1111
2024
Q1
Hold
0
1011
2023
Q4
Hold
0
758
2023
Q3
Hold
0
651
2023
Q2
Sell
-27,819
Closed -$1.6M 557
2023
Q1
$1.6M Buy
+27,819
New +$1.6M ﹤0.01% 60
2022
Q4
Hold
0
556