Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
58
2025
Q1
Sell
-4,228
Closed -$556K 16
2024
Q4
$556K Sell
4,228
-1,332
-24% -$175K 0.1% 59
2024
Q3
$705K Buy
+5,560
New +$705K 0.32% 35
2024
Q2
Hold
0
123