Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,110
Closed -$372K 270
2025
Q1
$372K Sell
5,110
-38,741
-88% -$2.82M 0.01% 93
2024
Q4
$2.65M Buy
+43,851
New +$2.65M 0.19% 9
2024
Q3
Hold
0
238
2024
Q2
Hold
0
209
2024
Q1
Hold
0
274