Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-748
Closed -$210K 60
2024
Q4
$210K Buy
748
+1
+0.1% +$281 0.14% 59
2024
Q3
$205K Buy
+747
New +$205K 0.14% 60