Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,600
Closed -$278K 95
2024
Q4
$278K Sell
1,600
-500
-24% -$87K 0.16% 84
2024
Q3
$475K Buy
+2,100
New +$475K 0.27% 70