Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-43,326
Closed -$444K 884
2024
Q4
$444K Sell
43,326
-924
-2% -$9.47K ﹤0.01% 825
2024
Q3
$611K Buy
+44,250
New +$611K ﹤0.01% 783