Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-676
Closed -$224K 206
2024
Q4
$224K Sell
676
-54
-7% -$17.9K 0.03% 167
2024
Q3
$242K Buy
+730
New +$242K 0.04% 157