Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,273
Closed -$209K 513
2024
Q4
$209K Buy
4,273
+395
+10% +$19.3K ﹤0.01% 455
2024
Q3
$241K Buy
+3,878
New +$241K 0.01% 413