Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
+1,170
New +$266K 0.1% 111
2025
Q1
Sell
-1,160
Closed -$230K 144
2024
Q4
$230K Hold
1,160
0.09% 101
2024
Q3
$201K Buy
+1,160
New +$201K 0.08% 106