Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,771
Closed -$264K 3449
2024
Q4
$264K Buy
14,771
+590
+4% +$10.6K ﹤0.01% 2743
2024
Q3
$245K Buy
+14,181
New +$245K ﹤0.01% 2756