Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,933
Closed -$226K 75
2024
Q4
$226K Buy
6,933
+5,174
+294% +$169K 0.09% 68
2024
Q3
$63.1K Buy
+1,759
New +$63.1K 0.03% 106