Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,007
Closed -$221K 161
2024
Q4
$221K Buy
1,007
+58
+6% +$12.8K 0.08% 155
2024
Q3
$210K Buy
+949
New +$210K 0.08% 157