Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,610
Closed -$425K 188
2024
Q4
$425K Sell
7,610
-1,160
-13% -$64.9K 0.03% 182
2024
Q3
$634K Buy
+8,770
New +$634K 0.05% 125