Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-53,600
Closed -$258K 157
2025
Q1
$258K Buy
53,600
+25,450
+90% +$122K 0.2% 81
2024
Q4
$181K Buy
+28,150
New +$181K 0.12% 106