Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1370
2025
Q1
Hold
0
1343
2024
Q4
Hold
0
1295
2024
Q3
Sell
-44,800
Closed -$3.38M 1241
2024
Q2
$3.38M Sell
44,800
-19,945
-31% -$1.5M 0.12% 86
2024
Q1
$6.08M Buy
+64,745
New +$6.08M 0.19% 54