Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,288
Closed -$201K 1574
2024
Q4
$201K Sell
1,288
-898
-41% -$140K ﹤0.01% 1433
2024
Q3
$315K Buy
+2,186
New +$315K ﹤0.01% 1182