Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,893
Closed -$387K 743
2024
Q4
$387K Sell
13,893
-370
-3% -$10.3K 0.09% 393
2024
Q3
$286K Buy
+14,263
New +$286K 0.07% 463