Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,300
Closed -$266K 178
2025
Q1
$266K Hold
3,300
0.11% 152
2024
Q4
$316K Buy
+3,300
New +$316K 0.13% 143