Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
221
2024
Q4
Hold
0
199
2024
Q3
Hold
0
250
2024
Q2
Hold
0
322
2022
Q2
Sell
-5,866
Closed -$1.02M 1158
2022
Q1
$1.02M Sell
5,866
-152
-3% -$26.5K 0.03% 613
2021
Q4
$1.07M Buy
+6,018
New +$1.07M 0.03% 571