Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,900
Closed -$417K 11
2024
Q4
$417K Hold
1,900
0.12% 10
2024
Q3
$354K Hold
1,900
0.07% 12
2024
Q2
$367K Buy
+1,900
New +$367K 0.09% 13