Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,983
Closed -$468K 329
2024
Q4
$468K Buy
7,983
+4,419
+124% +$259K 0.06% 217
2024
Q3
$246K Buy
+3,564
New +$246K 0.03% 296