Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,206
Closed -$293K 370
2024
Q4
$293K Sell
2,206
-13
-0.6% -$1.73K 0.03% 341
2024
Q3
$301K Buy
+2,219
New +$301K 0.03% 348