Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$684K Hold
10,000
0.04% 102
2025
Q1
$660K Sell
10,000
-10,000
-50% -$660K 0.04% 107
2024
Q4
$1.5M Sell
20,000
-12,300
-38% -$922K 0.07% 92
2024
Q3
$1.99M Buy
+32,300
New +$1.99M 0.1% 83