Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,835
Closed -$481K 294
2024
Q4
$481K Sell
4,835
-4,757
-50% -$473K 0.05% 240
2024
Q3
$1.09M Buy
+9,592
New +$1.09M 0.12% 166