Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
736
2025
Q1
Hold
0
695
2024
Q4
Sell
-17,253
Closed -$558K 761
2024
Q3
$558K Buy
17,253
+6,840
+66% +$221K ﹤0.01% 345
2024
Q2
$404K Buy
+10,413
New +$404K ﹤0.01% 477
2024
Q1
Hold
0
533