Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
+9,643
New +$255K ﹤0.01% 1570
2020
Q3
Sell
-12,670
Closed -$1.4M 127
2020
Q2
$1.4M Buy
+12,670
New +$1.4M 0.54% 64