Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
732
2025
Q1
Hold
0
690
2024
Q4
Hold
0
758
2024
Q3
Sell
-22,542
Closed -$596K 584
2024
Q2
$596K Buy
+22,542
New +$596K ﹤0.01% 422
2024
Q1
Hold
0
529