Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
45
2025
Q1
Hold
0
53
2024
Q4
Hold
0
50
2024
Q3
Sell
-37,500
Closed -$969K 45
2024
Q2
$969K Buy
37,500
+27,400
+271% +$708K 0.62% 25
2024
Q1
$277K Buy
+10,100
New +$277K 0.17% 29