Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-80,852
Closed -$479K 1163
2025
Q1
$479K Buy
+80,852
New +$479K 0.01% 677
2024
Q3
Hold
0
1529
2024
Q2
Sell
-25,714
Closed -$253K 1539
2024
Q1
$253K Sell
25,714
-38,693
-60% -$381K 0.01% 1004
2023
Q4
$549K Buy
+64,407
New +$549K 0.01% 554