Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
276
2025
Q1
Hold
0
290
2024
Q1
Hold
0
216
2023
Q4
Hold
0
195
2021
Q3
Sell
-118,486
Closed -$1.19M 285
2021
Q2
$1.19M Buy
118,486
+24,000
+25% +$241K 0.1% 171
2021
Q1
$949K Buy
+94,486
New +$949K 0.08% 151