Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,932
Closed -$249K 129
2024
Q4
$249K Sell
1,932
-88
-4% -$11.4K 0.2% 104
2024
Q3
$276K Buy
+2,020
New +$276K 0.23% 86