Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1044
2025
Q1
Sell
-26,528
Closed -$757K 995
2024
Q4
$757K Buy
+26,528
New +$757K ﹤0.01% 442
2024
Q2
Sell
-33,103
Closed -$1.23M 853
2024
Q1
$1.23M Buy
+33,103
New +$1.23M ﹤0.01% 193