Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-68,149
Closed -$600K 96
2025
Q1
$600K Sell
68,149
-1,010
-1% -$8.89K ﹤0.01% 1493
2024
Q4
$629K Sell
69,159
-6,903
-9% -$62.7K ﹤0.01% 1549
2024
Q3
$688K Sell
76,062
-469
-0.6% -$4.24K ﹤0.01% 1559
2024
Q2
$634K Buy
+76,531
New +$634K ﹤0.01% 1563