Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
468
2025
Q1
Hold
0
460
2024
Q3
Sell
-15,000
Closed -$728K 463
2024
Q2
$728K Buy
+15,000
New +$728K 0.02% 227
2022
Q4
Sell
-120,190
Closed -$4.57M 357
2022
Q3
$4.57M Buy
+120,190
New +$4.57M 0.22% 82