Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,005
Closed -$206K 112
2025
Q1
$206K Hold
1,005
0.25% 100
2024
Q4
$231K Buy
+1,005
New +$231K 0.32% 83