Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
965
2022
Q2
Sell
-134,815
Closed -$2.99M 1359
2022
Q1
$2.99M Sell
134,815
-73,190
-35% -$1.62M 0.03% 436
2021
Q4
$5.1M Buy
+208,005
New +$5.1M 0.05% 244