Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1152
2025
Q1
Hold
0
1136
2024
Q4
Hold
0
1068
2024
Q3
Hold
0
930
2024
Q2
Sell
-8,000
Closed -$557K 983
2024
Q1
$557K Buy
+8,000
New +$557K 0.01% 351