Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,267
Closed -$294K 52
2024
Q4
$294K Hold
1,267
0.15% 25
2024
Q3
$219K Buy
+1,267
New +$219K 0.1% 35