Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-21,893
Closed -$465K 404
2024
Q4
$465K Buy
21,893
+6,025
+38% +$128K 0.01% 238
2024
Q3
$128K Buy
+15,868
New +$128K ﹤0.01% 233