Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Sell
7,465
-41,298
-85% -$834K 0.07% 422
2025
Q1
$670K Buy
48,763
+40,670
+503% +$559K 0.29% 98
2024
Q4
$95.9K Buy
+8,093
New +$95.9K 0.12% 320