Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
391
2025
Q1
Hold
0
384
2024
Q3
Sell
-7,473
Closed -$288K 387
2024
Q2
$288K Buy
+7,473
New +$288K 0.01% 274
2023
Q4
Hold
0
262
2023
Q3
Hold
0
276
2023
Q2
Sell
-108,132
Closed -$3.85M 293
2023
Q1
$3.85M Buy
+108,132
New +$3.85M 0.16% 115