Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-77,060
Closed -$242K 1318
2024
Q4
$242K Buy
77,060
+12,230
+19% +$38.4K 0.01% 1042
2024
Q3
$320K Buy
+64,830
New +$320K 0.01% 983