Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,181
Closed -$675K 57
2025
Q1
$675K Buy
1,181
+704
+148% +$402K 0.08% 36
2024
Q4
$332K Buy
+477
New +$332K 0.03% 48