Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-36,170
Closed -$252K 140
2024
Q4
$252K Buy
36,170
+223
+0.6% +$1.55K 0.01% 644
2024
Q3
$338K Buy
+35,947
New +$338K 0.02% 442