Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,807
Closed -$642K 810
2024
Q4
$642K Buy
18,807
+10,586
+129% +$361K 0.14% 279
2024
Q3
$273K Buy
+8,221
New +$273K 0.07% 476