Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,966
Closed -$245K 1457
2024
Q4
$245K Sell
1,966
-11
-0.6% -$1.37K ﹤0.01% 1299
2024
Q3
$269K Buy
+1,977
New +$269K ﹤0.01% 1271