Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-200,000
Closed -$370K 10
2024
Q4
$370K Hold
200,000
0.32% 9
2024
Q3
$488K Buy
+200,000
New +$488K 0.56% 9