Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-124,000
Closed -$541K 426
2024
Q4
$541K Buy
+124,000
New +$541K 0.01% 261
2023
Q3
Hold
0
321
2023
Q2
Hold
0
331