Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-458
Closed -$115K 184
2024
Q4
$115K Sell
458
-197
-30% -$49.5K 0.07% 83
2024
Q3
$144K Buy
+655
New +$144K 0.07% 87