Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,554
Closed -$264K 580
2024
Q4
$264K Sell
6,554
-25,771
-80% -$1.04M 0.07% 316
2024
Q3
$1.29M Buy
+32,325
New +$1.29M 0.34% 88