Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-40,893
Closed -$906K 461
2024
Q4
$906K Buy
40,893
+30,000
+275% +$665K 0.02% 232
2024
Q3
$293K Buy
+10,893
New +$293K 0.01% 277