Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-53,421
Closed -$1.16M 3294
2025
Q1
$1.16M Buy
+53,421
New +$1.16M ﹤0.01% 1429
2024
Q4
Hold
0
3305
2024
Q3
Sell
-27,431
Closed -$232K 3117
2024
Q2
$232K Buy
27,431
+12,028
+78% +$102K ﹤0.01% 2081
2024
Q1
$176K Buy
+15,403
New +$176K ﹤0.01% 2125