Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,469
Closed -$220K 184
2024
Q4
$220K Sell
1,469
-37
-2% -$5.55K 0.08% 132
2024
Q3
$209K Buy
+1,506
New +$209K 0.07% 141