Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,261
Closed -$939K 962
2025
Q1
$939K Buy
22,261
+8,133
+58% +$343K ﹤0.01% 321
2024
Q4
$687K Buy
+14,128
New +$687K ﹤0.01% 455
2024
Q3
Hold
0
787
2024
Q2
Hold
0
812
2024
Q1
Hold
0
706