Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,706
Closed -$256K 1504
2024
Q4
$256K Buy
1,706
+285
+20% +$42.7K ﹤0.01% 1268
2024
Q3
$231K Buy
+1,421
New +$231K ﹤0.01% 1381