Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,813
Closed -$337K 1442
2024
Q4
$337K Buy
2,813
+271
+11% +$32.4K ﹤0.01% 1122
2024
Q3
$271K Buy
+2,542
New +$271K ﹤0.01% 1266