Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$704K Buy
145,054
+54,661
+60% +$265K ﹤0.01% 3013
2025
Q1
$343K Buy
+90,393
New +$343K ﹤0.01% 3296
2021
Q3
Sell
-153,318
Closed -$857K 3985
2021
Q2
$857K Buy
+153,318
New +$857K ﹤0.01% 3165