Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,785
Closed -$139K 436
2024
Q4
$139K Sell
16,785
-2,615
-13% -$21.6K 0.08% 315
2024
Q3
$191K Buy
+19,400
New +$191K 0.09% 390