Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,050
Closed -$220K 249
2024
Q4
$220K Hold
1,050
0.02% 242
2024
Q3
$222K Buy
+1,050
New +$222K 0.02% 205