Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
885
2025
Q1
Sell
-104,090
Closed -$737K 843
2024
Q4
$737K Buy
104,090
+4,151
+4% +$29.4K ﹤0.01% 448
2024
Q3
$751K Buy
99,939
+43,728
+78% +$328K ﹤0.01% 292
2024
Q2
$434K Buy
+56,211
New +$434K ﹤0.01% 466