Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,842
Closed -$235K 707
2024
Q4
$235K Buy
4,842
+1,253
+35% +$60.9K 0.02% 483
2024
Q3
$237K Buy
+3,589
New +$237K 0.02% 487