Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,150
Closed -$400K 2752
2025
Q1
$400K Buy
8,150
+1,106
+16% +$54.2K ﹤0.01% 1712
2024
Q4
$337K Buy
7,044
+470
+7% +$22.5K ﹤0.01% 1879
2024
Q3
$367K Sell
6,574
-40
-0.6% -$2.23K ﹤0.01% 1894
2024
Q2
$317K Buy
+6,614
New +$317K ﹤0.01% 1934