Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$722K Sell
4,567
-25,433
-85% -$4.02M 0.01% 565
2025
Q1
$3.23M Hold
30,000
0.04% 258
2024
Q4
$3.88M Sell
30,000
-50,000
-63% -$6.46M 0.05% 261
2024
Q3
$11.6M Buy
+80,000
New +$11.6M 0.14% 152