Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,200
Closed -$1.14M 541
2024
Q4
$1.14M Hold
18,200
0.01% 488
2024
Q3
$1.13M Buy
+18,200
New +$1.13M 0.01% 469
2023
Q2
Sell
-20,300
Closed -$1.39M 614
2023
Q1
$1.39M Buy
+20,300
New +$1.39M 0.01% 405