Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,289
Closed -$1.18M 462
2025
Q1
$1.18M Sell
14,289
-874
-6% -$72.3K 0.04% 331
2024
Q4
$1.24M Buy
+15,163
New +$1.24M 0.04% 318