Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,000
Closed -$1.18M 24
2024
Q4
$1.18M Hold
15,000
0.89% 16
2024
Q3
$1.12M Buy
+15,000
New +$1.12M 0.97% 16