Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-893
Closed -$248K 103
2024
Q4
$248K Buy
893
+9
+1% +$2.5K 0.24% 79
2024
Q3
$225K Buy
+884
New +$225K 0.23% 87