Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,213
Closed -$213K 99
2025
Q1
$213K Hold
1,213
0.24% 99
2024
Q4
$228K Buy
+1,213
New +$228K 0.2% 97