Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,150
Closed -$236K 72
2025
Q1
$236K Hold
1,150
0.18% 56
2024
Q4
$264K Buy
+1,150
New +$264K 0.2% 52