Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,045
Closed -$369K 273
2025
Q1
$369K Hold
17,045
0.1% 136
2024
Q4
$860K Buy
+17,045
New +$860K 0.24% 72