Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
+2,191
New +$1.21M 0.06% 174
2025
Q1
Sell
-610
Closed -$375K 279
2024
Q4
$375K Sell
610
-1,390
-70% -$855K 0.01% 285
2024
Q3
$1.08M Buy
+2,000
New +$1.08M 0.03% 265
2024
Q1
Hold
0
433
2023
Q4
Hold
0
436