Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,817
Closed -$409K 845
2024
Q4
$409K Sell
4,817
-19
-0.4% -$1.61K 0.03% 563
2024
Q3
$484K Buy
+4,836
New +$484K 0.03% 498