Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,865
Closed -$597K 520
2025
Q1
$597K Hold
11,865
0.01% 402
2024
Q4
$680K Hold
11,865
0.01% 378
2024
Q3
$761K Hold
11,865
0.01% 356
2024
Q2
$761K Buy
+11,865
New +$761K 0.01% 371