Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,668
Closed -$404K 198
2024
Q4
$404K Sell
9,668
-2,926
-23% -$122K 0.61% 25
2024
Q3
$110K Buy
+12,594
New +$110K 0.1% 96