Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,000
Closed -$196K 314
2024
Q4
$196K Hold
6,000
0.04% 291
2024
Q3
$215K Buy
+6,000
New +$215K 0.05% 242