Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-325
Closed -$204K 303
2024
Q4
$204K Sell
325
-2
-0.6% -$1.26K 0.02% 240
2024
Q3
$203K Buy
+327
New +$203K 0.02% 243