Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,069
Closed -$366K 404
2024
Q4
$366K Buy
6,069
+425
+8% +$25.6K 0.01% 324
2024
Q3
$424K Buy
+5,644
New +$424K 0.02% 305