Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,021
Closed -$957K 601
2024
Q4
$957K Buy
2,021
+1,366
+209% +$647K 0.43% 67
2024
Q3
$311K Buy
+655
New +$311K 0.09% 338