Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,108
Closed -$979K 1053
2025
Q1
$979K Buy
6,108
+4,537
+289% +$727K 0.04% 179
2024
Q4
$273K Buy
+1,571
New +$273K 0.01% 335
2024
Q3
Hold
0
990
2024
Q2
Hold
0
968