Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,301
Closed -$191K 325
2025
Q1
$191K Hold
1,301
0.14% 118
2024
Q4
$168K Buy
+1,301
New +$168K 0.12% 127