Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,424
Closed -$250K 1580
2025
Q1
$250K Buy
13,424
+191
+1% +$3.55K ﹤0.01% 1198
2024
Q4
$318K Buy
+13,233
New +$318K ﹤0.01% 1157