Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-71,767
Closed -$496K 432
2024
Q4
$496K Buy
71,767
+5,919
+9% +$40.9K 0.02% 192
2024
Q3
$476K Buy
+65,848
New +$476K 0.01% 180