Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$800K Sell
15,088
-10,378
-41% -$550K ﹤0.01% 342
2025
Q1
$1.17M Hold
25,466
0.01% 336
2024
Q4
$1.22M Sell
25,466
-3,884
-13% -$186K 0.01% 343
2024
Q3
$1.32M Sell
29,350
-8,712
-23% -$392K ﹤0.01% 334
2024
Q2
$1.48M Buy
+38,062
New +$1.48M 0.01% 325