Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Hold
81,356
0.07% 99
2025
Q1
$428K Sell
81,356
-120,000
-60% -$631K 0.13% 92
2024
Q4
$1.29M Buy
201,356
+21,730
+12% +$139K 0.26% 54
2024
Q3
$907K Hold
179,626
0.28% 62
2024
Q2
$670K Buy
+179,626
New +$670K 0.19% 91