Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
+3,366
New +$314K 0.51% 41
2024
Q4
Hold
0
89
2024
Q3
Hold
0
110
2023
Q4
Sell
-11,435
Closed -$526K 103
2023
Q3
$526K Buy
+11,435
New +$526K 0.62% 14
2023
Q2
Hold
0
100