Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,030
Closed -$4.21M 54
2024
Q4
$4.21M Hold
10,030
2.13% 17
2024
Q3
$4.31M Buy
+10,030
New +$4.31M 1.88% 17