Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-54,750
Closed -$1.21M 1089
2025
Q1
$1.21M Buy
+54,750
New +$1.21M ﹤0.01% 264
2024
Q4
Hold
0
1045
2024
Q3
Hold
0
891
2024
Q2
Hold
0
885
2024
Q1
Hold
0
792