Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,985
Closed -$542K 228
2024
Q4
$542K Buy
8,985
+29
+0.3% +$1.75K 0.12% 166
2024
Q3
$673K Buy
+8,956
New +$673K 0.13% 140