Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-28
Closed -$229K 828
2024
Q4
$229K Buy
28
+2
+8% +$16.4K 0.01% 905
2024
Q3
$255K Buy
+26
New +$255K 0.01% 845