Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,000
Closed -$1.5M 141
2025
Q1
$1.5M Hold
20,000
0.13% 85
2024
Q4
$1.53M Buy
+20,000
New +$1.53M 0.12% 85