Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,246
Closed -$300K 706
2024
Q4
$300K Buy
9,246
+2,945
+47% +$95.4K 0.07% 456
2024
Q3
$230K Buy
+6,301
New +$230K 0.06% 540