Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,653
Closed -$1.43M 289
2024
Q4
$1.43M Hold
18,653
0.61% 33
2024
Q3
$1.46M Hold
18,653
0.61% 33
2024
Q2
$1.33M Buy
+18,653
New +$1.33M 0.63% 37