Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,055
Closed -$100K 1132
2024
Q4
$100K Sell
2,055
-281
-12% -$13.7K ﹤0.01% 964
2024
Q3
$145K Buy
+2,336
New +$145K 0.01% 803