Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,821
Closed -$247K 1559
2024
Q4
$247K Buy
1,821
+20
+1% +$2.72K ﹤0.01% 1291
2024
Q3
$220K Buy
+1,801
New +$220K ﹤0.01% 1414