Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,825
Closed -$485K 780
2024
Q4
$485K Buy
10,825
+5,761
+114% +$258K 0.01% 378
2024
Q3
$224K Buy
+5,064
New +$224K ﹤0.01% 450