Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,681
Closed -$247K 50
2025
Q1
$247K Hold
1,681
0.29% 39
2024
Q4
$217K Buy
+1,681
New +$217K 0.27% 43