Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,243
Closed -$1.12M 149
2024
Q4
$1.12M Hold
13,243
0.2% 61
2024
Q3
$1.05M Hold
13,243
0.21% 66
2024
Q2
$990K Hold
13,243
0.21% 67
2024
Q1
$1.04M Buy
+13,243
New +$1.04M 0.23% 67