Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
311
2025
Q1
Sell
-22,891
Closed -$3.01M 306
2024
Q4
$3.01M Buy
+22,891
New +$3.01M 0.08% 183
2023
Q3
Hold
0
223
2023
Q2
Hold
0
232
2022
Q3
Hold
0
254
2022
Q2
Sell
-35,159
Closed -$6.04M 228
2022
Q1
$6.04M Buy
+35,159
New +$6.04M 0.28% 64