Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
115
2024
Q4
Hold
0
92
2024
Q3
Hold
0
110
2024
Q2
Hold
0
124
2024
Q1
Hold
0
138
2023
Q4
Sell
-7,007
Closed -$983K 151
2023
Q3
$983K Buy
+7,007
New +$983K 0.02% 96
2023
Q2
Hold
0
171