Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,517
Closed -$289K 6822
2025
Q1
$289K Sell
7,517
-52,896
-88% -$2.03M ﹤0.01% 4609
2024
Q4
$2.49M Sell
60,413
-63,094
-51% -$2.6M ﹤0.01% 1838
2024
Q3
$4.86M Buy
123,507
+32,182
+35% +$1.27M ﹤0.01% 1355
2024
Q2
$2.96M Buy
+91,325
New +$2.96M ﹤0.01% 2274