Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,000
Closed -$159K 2217
2024
Q4
$159K Sell
16,000
-6,985
-30% -$69.2K ﹤0.01% 1517
2024
Q3
$204K Buy
+22,985
New +$204K ﹤0.01% 1476