Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,599
Closed -$513K 882
2024
Q4
$513K Buy
2,599
+19
+0.7% +$3.75K 0.02% 495
2024
Q3
$404K Buy
+2,580
New +$404K 0.02% 559