Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,192
Closed -$356K 930
2024
Q4
$356K Buy
4,192
+156
+4% +$13.2K 0.01% 694
2024
Q3
$404K Buy
+4,036
New +$404K 0.01% 654