Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,479
Closed -$388K 52
2024
Q4
$388K Hold
2,479
0.29% 43
2024
Q3
$339K Buy
+2,479
New +$339K 0.22% 45