Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,212
Closed -$285K 381
2024
Q4
$285K Buy
6,212
+973
+19% +$44.6K 0.02% 263
2024
Q3
$246K Buy
+5,239
New +$246K 0.02% 296