Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,834
Closed -$405K 83
2024
Q4
$405K Hold
3,834
0.28% 27
2024
Q3
$387K Buy
+3,834
New +$387K 0.21% 37