Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1695
2025
Q1
Sell
-35,980
Closed -$362K 1785
2024
Q4
$362K Buy
35,980
+19,450
+118% +$196K 0.01% 748
2024
Q3
$242K Buy
+16,530
New +$242K ﹤0.01% 1202
2024
Q2
Hold
0
1968
2022
Q1
Sell
-25,548
Closed -$614K 1310
2021
Q4
$614K Sell
25,548
-10,421
-29% -$250K 0.01% 410
2021
Q3
$885K Buy
+35,969
New +$885K 0.06% 304