Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,737
Closed -$332K 785
2024
Q4
$332K Buy
14,737
+1,161
+9% +$26.2K 0.07% 424
2024
Q3
$302K Buy
+13,576
New +$302K 0.07% 449