Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Hold
2,300
0.01% 67
2025
Q1
$240K Sell
2,300
-2,300
-50% -$240K 0.02% 66
2024
Q4
$622K Hold
4,600
0.05% 55
2024
Q3
$717K Buy
+4,600
New +$717K 0.05% 54