Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,933
Closed -$344K 1679
2024
Q4
$344K Buy
7,933
+1,321
+20% +$57.3K 0.01% 777
2024
Q3
$463K Buy
+6,612
New +$463K 0.01% 853