Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
986
2025
Q1
Sell
-10,144
Closed -$208K 1273
2024
Q4
$208K Buy
+10,144
New +$208K ﹤0.01% 1377
2024
Q1
Sell
-133,019
Closed -$1.77M 1159
2023
Q4
$1.77M Buy
+133,019
New +$1.77M ﹤0.01% 486