Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-200
Closed -$63.3K 973
2025
Q1
$63.3K Buy
+200
New +$63.3K ﹤0.01% 544
2024
Q4
Hold
0
951
2024
Q3
Sell
-7,765
Closed -$2.5M 912
2024
Q2
$2.5M Buy
+7,765
New +$2.5M 0.09% 105
2024
Q1
Hold
0
889