Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
363
2025
Q1
Sell
-50,440
Closed -$185K 292
2024
Q4
$185K Buy
+50,440
New +$185K 0.01% 156
2022
Q3
Sell
-695,156
Closed -$11M 934
2022
Q2
$11M Buy
+695,156
New +$11M 0.34% 55