Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,908
Closed -$721K 76
2025
Q1
$721K Buy
6,908
+537
+8% +$56K 0.66% 64
2024
Q4
$861K Buy
+6,371
New +$861K 0.85% 52
2023
Q4
$861K Buy
+6,371
New +$861K 0.85% 52