Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,112
Closed -$245K 5360
2024
Q4
$245K Buy
5,112
+508
+11% +$24.3K ﹤0.01% 4575
2024
Q3
$257K Buy
+4,604
New +$257K ﹤0.01% 4459