Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-815
Closed -$232K 604
2024
Q4
$232K Sell
815
-880
-52% -$250K 0.06% 338
2024
Q3
$705K Buy
+1,695
New +$705K 0.19% 170