Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-400
Closed -$40K 286
2024
Q4
$40K Buy
+400
New +$40K 0.01% 184
2023
Q4
Sell
-1,000
Closed -$63K 249
2023
Q3
$63K Buy
+1,000
New +$63K 0.02% 132