Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-57,414
Closed -$838K 457
2024
Q4
$838K Buy
57,414
+37,000
+181% +$540K 0.02% 236
2024
Q3
$326K Buy
+20,414
New +$326K 0.01% 271