Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,366
Closed -$221K 515
2024
Q4
$221K Sell
2,366
-207
-8% -$19.4K 0.02% 481
2024
Q3
$252K Buy
+2,573
New +$252K 0.02% 461