Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$644K Sell
4,505
-3,734
-45% -$533K ﹤0.01% 701
2025
Q1
$1.04M Buy
8,239
+4,765
+137% +$600K 0.01% 674
2024
Q4
$487K Buy
+3,474
New +$487K ﹤0.01% 736
2021
Q2
Sell
-3,621
Closed -$379K 847
2021
Q1
$379K Buy
+3,621
New +$379K ﹤0.01% 857