Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-45,101
Closed -$1.28M 1526
2025
Q1
$1.28M Sell
45,101
-558,658
-93% -$15.8M 0.05% 159
2024
Q4
$13.7M Buy
+603,759
New +$13.7M 0.51% 15
2024
Q3
Hold
0
1384
2024
Q2
Hold
0
1426
2024
Q1
Hold
0
1018