Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-486
Closed -$221K 168
2024
Q4
$221K Sell
486
-34
-7% -$15.5K 0.08% 154
2024
Q3
$227K Buy
+520
New +$227K 0.09% 148