Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.35M Buy
+26,145
New +$3.35M ﹤0.01% 153
2025
Q1
Sell
-11,128
Closed -$808K 1325
2024
Q4
$808K Sell
11,128
-3,504
-24% -$254K ﹤0.01% 426
2024
Q3
$553K Buy
+14,632
New +$553K ﹤0.01% 347
2024
Q2
Hold
0
1087