Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
+700
New +$551K 0.01% 270
2025
Q1
Hold
0
399
2024
Q1
Sell
-6,059
Closed -$3.79M 333
2023
Q4
$3.79M Buy
+6,059
New +$3.79M 0.15% 100