Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,329
Closed -$459K 1178
2024
Q4
$459K Buy
3,329
+899
+37% +$124K 0.02% 651
2024
Q3
$288K Buy
+2,430
New +$288K 0.01% 739