Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,000
Closed -$848K 14
2024
Q4
$848K Hold
10,000
1.45% 11
2024
Q3
$1.08M Buy
+10,000
New +$1.08M 2.27% 4