Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,743
Closed -$848K 486
2024
Q4
$848K Buy
7,743
+3,332
+76% +$365K 0.01% 302
2024
Q3
$639K Buy
+4,411
New +$639K 0.01% 336