Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,572
Closed -$638K 171
2024
Q4
$638K Hold
7,572
0.04% 130
2024
Q3
$663K Buy
+7,572
New +$663K 0.03% 123