Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-536
Closed -$264K 688
2024
Q4
$264K Buy
536
+75
+16% +$36.9K 0.01% 552
2024
Q3
$222K Buy
+461
New +$222K 0.01% 583