Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,885
Closed -$203K 1161
2024
Q4
$203K Buy
4,885
+19
+0.4% +$790 ﹤0.01% 1086
2024
Q3
$221K Buy
+4,866
New +$221K ﹤0.01% 1055