Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1279
2025
Q1
Hold
0
1219
2024
Q4
Hold
0
1197
2024
Q3
Sell
-17,900
Closed -$251K 1059
2024
Q2
$251K Buy
17,900
+362
+2% +$5.08K ﹤0.01% 536
2024
Q1
$277K Buy
+17,538
New +$277K ﹤0.01% 415