Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,057
Closed -$266K 292
2024
Q4
$266K Buy
2,057
+229
+13% +$29.6K 0.09% 236
2024
Q3
$250K Buy
+1,828
New +$250K 0.08% 245