Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-43,790
Closed -$557K 1062
2024
Q4
$557K Hold
43,790
﹤0.01% 460
2024
Q3
$561K Buy
+43,790
New +$561K ﹤0.01% 379