Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,316
Closed -$271K 318
2024
Q4
$271K Sell
8,316
-550
-6% -$17.9K 0.01% 262
2024
Q3
$318K Buy
+8,866
New +$318K 0.01% 241