Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,151
Closed -$261K 3587
2024
Q4
$261K Buy
4,151
+582
+16% +$36.6K ﹤0.01% 2758
2024
Q3
$205K Buy
+3,569
New +$205K ﹤0.01% 2918