Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
+27,400
New +$1.6M 0.03% 196
2021
Q1
Sell
-29,200
Closed -$504K 188
2020
Q4
$504K Buy
+29,200
New +$504K 0.06% 119