Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,990
Closed -$261K 82
2024
Q4
$261K Hold
7,990
0.13% 73
2024
Q3
$287K Hold
7,990
0.13% 65
2024
Q2
$280K Hold
7,990
0.13% 62
2024
Q1
$241K Buy
+7,990
New +$241K 0.11% 91