Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,850
Closed -$2.58M 240
2025
Q1
$2.58M Hold
7,850
0.23% 103
2024
Q4
$2.17M Buy
7,850
+3,150
+67% +$870K 0.19% 125
2024
Q3
$1.6M Hold
4,700
0.17% 110
2024
Q2
$1.55M Buy
+4,700
New +$1.55M 0.19% 97