Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-40,000
Closed -$248K 962
2024
Q4
$248K Hold
40,000
0.01% 797
2024
Q3
$274K Hold
40,000
0.01% 751
2024
Q2
$213K Buy
+40,000
New +$213K 0.01% 772