Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.8K Sell
300
-112,202
-100% -$4.78M ﹤0.01% 730
2025
Q1
$3.66M Sell
112,502
-90,608
-45% -$2.95M 0.15% 75
2024
Q4
$6.8M Buy
+203,110
New +$6.8M 0.25% 43