Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-771
Closed -$323K 150
2024
Q4
$323K Buy
771
+266
+53% +$111K 0.06% 107
2024
Q3
$241K Buy
+505
New +$241K 0.05% 133