Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,716
Closed -$302K 79
2025
Q1
$302K Hold
2,716
0.3% 83
2024
Q4
$281K Buy
+2,716
New +$281K 0.28% 83