Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-58,011
Closed -$709K 118
2025
Q1
$709K Buy
58,011
+3,175
+6% +$38.8K 0.2% 89
2024
Q4
$806K Buy
+54,836
New +$806K 0.22% 81