Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-205
Closed -$91.2K 99
2024
Q4
$91.2K Hold
205
0.11% 65
2024
Q3
$106K Buy
+205
New +$106K 0.08% 71