Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,500
Closed -$214K 104
2024
Q4
$214K Sell
4,500
-5,500
-55% -$262K 0.09% 79
2024
Q3
$452K Buy
+10,000
New +$452K 0.22% 46