Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,066
Closed -$431K 420
2024
Q4
$431K Buy
1,066
+494
+86% +$200K 0.07% 246
2024
Q3
$289K Buy
+572
New +$289K 0.05% 338