Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$625K Buy
+8,800
New +$625K 0.2% 40
2025
Q1
Sell
-9,971
Closed -$755K 70
2024
Q4
$755K Hold
9,971
0.26% 36
2024
Q3
$881K Buy
+9,971
New +$881K 0.32% 34