Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,245
Closed -$202K 35
2024
Q4
$202K Buy
1,245
+14
+1% +$2.27K 0.1% 49
2024
Q3
$201K Buy
+1,231
New +$201K 0.1% 52