Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,669
Closed -$601K 2736
2025
Q1
$601K Sell
24,669
-86,771
-78% -$2.11M ﹤0.01% 1892
2024
Q4
$2.39M Buy
111,440
+9,279
+9% +$199K ﹤0.01% 1262
2024
Q3
$2.04M Buy
+102,161
New +$2.04M ﹤0.01% 1255