Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,739
Closed -$228K 2829
2025
Q1
$228K Sell
20,739
-3,133
-13% -$34.4K 0.01% 1606
2024
Q4
$285K Buy
+23,872
New +$285K 0.02% 1260