Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-39
Closed -$319K 562
2024
Q4
$319K Sell
39
-2
-5% -$16.4K 0.09% 289
2024
Q3
$402K Buy
+41
New +$402K 0.11% 246