Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-501
Closed -$210K 82
2024
Q4
$210K Buy
501
+1
+0.2% +$419 0.08% 77
2024
Q3
$214K Buy
+500
New +$214K 0.08% 80