Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,743
Closed -$329K 405
2025
Q1
$329K Sell
3,743
-575
-13% -$50.6K 0.01% 314
2024
Q4
$400K Buy
+4,318
New +$400K 0.01% 310