Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,534
Closed -$327K 131
2024
Q4
$327K Hold
2,534
0.22% 100
2024
Q3
$346K Buy
+2,534
New +$346K 0.24% 100