Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,780
Closed -$263K 541
2024
Q4
$263K Buy
4,780
+1,203
+34% +$66.2K 0.01% 844
2024
Q3
$239K Buy
+3,577
New +$239K 0.01% 875