Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,207
Closed -$946K 373
2024
Q4
$946K Hold
10,207
0.01% 175
2024
Q3
$1.04M Hold
10,207
0.04% 155
2024
Q2
$1.06M Hold
10,207
0.05% 141
2024
Q1
$964K Buy
+10,207
New +$964K 0.05% 173