Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,470
Closed -$279K 671
2024
Q4
$279K Sell
1,470
-458
-24% -$86.8K 0.01% 338
2024
Q3
$350K Buy
+1,928
New +$350K 0.01% 343
2016
Q4
Hold
0
85
2016
Q3
Hold
0
92