Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,584
Closed -$202K 1019
2025
Q1
$202K Sell
7,584
-2,105
-22% -$56K 0.01% 902
2024
Q4
$325K Buy
+9,689
New +$325K 0.01% 724