Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-50,000
Closed -$364K 923
2025
Q1
$364K Buy
+50,000
New +$364K ﹤0.01% 557
2023
Q4
Hold
0
730
2023
Q3
Hold
0
775
2023
Q2
Sell
-25,431
Closed -$387K 835
2023
Q1
$387K Buy
25,431
+8,639
+51% +$132K 0.01% 740
2022
Q4
$214K Buy
+16,792
New +$214K ﹤0.01% 976