Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,400
Closed -$127K 15
2024
Q4
$127K Sell
18,400
-50,225
-73% -$347K ﹤0.01% 690
2024
Q3
$496K Buy
+68,625
New +$496K 0.03% 364