Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
+1,531
New +$335K 0.24% 67
2025
Q1
Sell
-1,386
Closed -$231K 95
2024
Q4
$231K Hold
1,386
0.18% 77
2024
Q3
$236K Buy
+1,386
New +$236K 0.18% 80