Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,750
Closed -$201K 1570
2024
Q4
$201K Buy
2,750
+41
+2% +$3K ﹤0.01% 1435
2024
Q3
$258K Buy
+2,709
New +$258K ﹤0.01% 1296