Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,320
Closed -$372K 1660
2024
Q4
$372K Buy
8,320
+2,080
+33% +$93.1K 0.01% 1218
2024
Q3
$276K Buy
+6,240
New +$276K 0.01% 1344