Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,513
Closed -$222K 151
2025
Q1
$222K Hold
1,513
0.08% 135
2024
Q4
$225K Buy
+1,513
New +$225K 0.08% 140