Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,829
Closed -$208K 79
2024
Q4
$208K Sell
7,829
-1,781
-19% -$47.3K 0.05% 69
2024
Q3
$278K Buy
+9,610
New +$278K 0.06% 59