Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,530
Closed -$227K 116
2025
Q1
$227K Hold
2,530
0.27% 93
2024
Q4
$252K Buy
+2,530
New +$252K 0.35% 79