Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
663
2025
Q1
Sell
-11,300
Closed -$683K 615
2024
Q4
$683K Buy
+11,300
New +$683K ﹤0.01% 458
2024
Q3
Sell
-11,637
Closed -$819K 525
2024
Q2
$819K Buy
+11,637
New +$819K ﹤0.01% 373
2024
Q1
Hold
0
485