Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,587
Closed -$755K 884
2025
Q1
$755K Buy
8,587
+5,923
+222% +$521K 0.03% 358
2024
Q4
$246K Buy
+2,664
New +$246K 0.01% 513