Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,227
Closed -$116K 1856
2024
Q4
$116K Sell
10,227
-2,468
-19% -$28K ﹤0.01% 1140
2024
Q3
$183K Buy
+12,695
New +$183K ﹤0.01% 1326