Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
+55,131
New +$1.15M 0.01% 912
2023
Q4
Sell
-12,142
Closed -$156K 2005
2023
Q3
$156K Sell
12,142
-19,441
-62% -$249K 0.01% 1596
2023
Q2
$357K Buy
+31,583
New +$357K 0.01% 1211