Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$680 464
2025
Q1
$680 Hold
1
﹤0.01% 409
2024
Q4
$630 Hold
1
﹤0.01% 513
2024
Q3
$774 Hold
1
﹤0.01% 347
2024
Q2
$825 Buy
+1
New +$825 ﹤0.01% 346
2024
Q1
Sell
-2,145
Closed -$1.25M 250
2023
Q4
$1.25M Buy
+2,145
New +$1.25M 1.1% 30