Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
80
2025
Q1
Hold
0
82
2024
Q3
Sell
-4,428
Closed -$876K 83
2024
Q2
$876K Buy
+4,428
New +$876K 0.12% 55