Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1170
2023
Q3
Sell
-150,000
Closed -$1.56M 467
2023
Q2
$1.56M Hold
150,000
0.07% 217
2023
Q1
$1.52M Hold
150,000
0.07% 256
2022
Q4
$1.49M Hold
150,000
0.07% 340
2022
Q3
$1.46M Hold
150,000
0.05% 396
2022
Q2
$1.45M Hold
150,000
0.06% 480
2022
Q1
$1.46M Hold
150,000
0.05% 498
2021
Q4
$1.48M Hold
150,000
0.04% 468
2021
Q3
$1.47M Buy
+150,000
New +$1.47M 0.05% 431