Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,361
Closed -$204K 126
2025
Q1
$204K Hold
7,361
0.18% 122
2024
Q4
$240K Buy
+7,361
New +$240K 0.21% 107