Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
17,346
-10,995
-39% -$222K 0.01% 571
2025
Q1
$389K Hold
28,341
0.01% 591
2024
Q4
$335K Hold
28,341
0.01% 572
2024
Q3
$508K Buy
+28,341
New +$508K 0.01% 562