Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,166
Closed -$227K 253
2024
Q4
$227K Sell
1,166
-13
-1% -$2.53K 0.02% 228
2024
Q3
$211K Buy
+1,179
New +$211K 0.02% 237