Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,007
Closed -$202K 212
2024
Q4
$202K Sell
17,007
-1,550
-8% -$18.4K 0.08% 189
2024
Q3
$333K Buy
+18,557
New +$333K 0.13% 150