Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,000
Closed -$75K 1006
2024
Q4
$75K Sell
1,000
-15
-1% -$1.13K ﹤0.01% 507
2024
Q3
$80.1K Buy
+1,015
New +$80.1K ﹤0.01% 496