Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,929
Closed -$202K 377
2024
Q4
$202K Sell
2,929
-200
-6% -$13.8K 0.01% 323
2024
Q3
$207K Buy
+3,129
New +$207K 0.01% 327