Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-53,152
Closed -$4.19M 11
2024
Q4
$4.19M Hold
53,152
6.03% 2
2024
Q3
$3.95M Buy
+53,152
New +$3.95M 3.57% 3