Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,501
Closed -$436K 73
2025
Q1
$436K Hold
5,501
0.38% 53
2024
Q4
$402K Buy
+5,501
New +$402K 0.36% 50