Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1271
2025
Q1
Sell
-13,943
Closed -$471K 1213
2024
Q4
$471K Buy
+13,943
New +$471K ﹤0.01% 519
2024
Q3
Hold
0
1054
2024
Q2
Hold
0
1010
2024
Q1
Hold
0
930
2023
Q4
Hold
0
675