Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,317
Closed -$106K 1329
2024
Q4
$106K Buy
7,317
+1,225
+20% +$17.8K 0.01% 406
2024
Q3
$97.4K Buy
+6,092
New +$97.4K 0.01% 403