Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Hold
5,000
0.02% 458
2025
Q1
$390K Buy
+5,000
New +$390K 0.02% 410
2024
Q3
Sell
-10,000
Closed -$733K 600
2024
Q2
$733K Sell
10,000
-10,000
-50% -$733K 0.04% 315
2024
Q1
$1.74M Buy
+20,000
New +$1.74M 0.1% 210