Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
265
2025
Q1
Hold
0
247
2024
Q3
Sell
-30,000
Closed -$385K 251
2024
Q2
$385K Sell
30,000
-40,000
-57% -$513K 0.05% 128
2024
Q1
$1.09M Buy
+70,000
New +$1.09M 0.17% 73