Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
364
2025
Q1
Sell
-50,000
Closed -$796K 359
2024
Q4
$796K Buy
+50,000
New +$796K 0.02% 244
2024
Q3
Hold
0
480