Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,843
Closed -$966K 140
2024
Q4
$966K Buy
3,843
+254
+7% +$63.8K 0.19% 92
2024
Q3
$790K Buy
+3,589
New +$790K 0.21% 54