Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,895
Closed -$245K 139
2024
Q4
$245K Hold
1,895
0.14% 124
2024
Q3
$259K Buy
+1,895
New +$259K 0.16% 115