Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
2349
2024
Q4
Hold
0
2620
2024
Q3
Hold
0
2845
2024
Q2
Hold
0
2951
2024
Q1
Hold
0
2974
2023
Q4
Hold
0
2937
2023
Q3
Hold
0
2935
2022
Q3
Sell
-8,419
Closed -$1.21M 2718
2022
Q2
$1.21M Buy
8,419
+3,651
+77% +$523K 0.03% 547
2022
Q1
$1.05M Buy
+4,768
New +$1.05M 0.03% 594