Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1381
2025
Q1
Sell
-54,744
Closed -$6.39M 1355
2024
Q4
$6.39M Buy
+54,744
New +$6.39M 0.23% 48
2024
Q3
Hold
0
1253
2024
Q2
Sell
-11,232
Closed -$2.22M 1287
2024
Q1
$2.22M Buy
+11,232
New +$2.22M 0.07% 140