Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
63
2025
Q1
Hold
0
66
2024
Q3
Sell
-81,508
Closed -$10.2M 61
2024
Q2
$10.2M Buy
+81,508
New +$10.2M 2.98% 10
2024
Q1
Sell
-89,016
Closed -$9.7M 65
2023
Q4
$9.7M Buy
+89,016
New +$9.7M 2.59% 12