Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,771
Closed -$238K 711
2024
Q4
$238K Buy
11,771
+1,545
+15% +$31.2K 0.01% 599
2024
Q3
$202K Buy
+10,226
New +$202K 0.01% 367