Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Hold
10,761
0.05% 275
2025
Q1
$1.88M Sell
10,761
-3,210
-23% -$560K 0.06% 254
2024
Q4
$2.75M Buy
+13,971
New +$2.75M 0.08% 193