Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,173
Closed -$280K 797
2024
Q4
$280K Buy
15,173
+5,116
+51% +$94.5K 0.06% 475
2024
Q3
$264K Buy
+10,057
New +$264K 0.06% 492