Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,162
Closed -$293K 1322
2024
Q4
$293K Buy
3,162
+2,690
+570% +$249K 0.11% 230
2024
Q3
$43.8K Buy
+472
New +$43.8K 0.01% 525