Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,535
Closed -$456K 306
2024
Q4
$456K Hold
3,535
0.09% 146
2024
Q3
$483K Buy
+3,535
New +$483K 0.09% 127