Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,000
Closed -$70.3K 112
2025
Q1
$70.3K Hold
24,000
0.07% 80
2024
Q4
$125K Buy
+24,000
New +$125K 0.12% 78