Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,640
Closed -$228K 1566
2025
Q1
$228K Hold
20,640
﹤0.01% 537
2024
Q4
$261K Hold
20,640
﹤0.01% 531
2024
Q3
$178K Buy
+20,640
New +$178K ﹤0.01% 602