Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-38,560
Closed -$359K 955
2025
Q1
$359K Sell
38,560
-15,842
-29% -$147K 0.02% 557
2024
Q4
$417K Buy
54,402
+34,538
+174% +$265K 0.03% 486
2024
Q3
$94K Buy
+19,864
New +$94K 0.01% 593