Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-599
Closed -$140K 417
2024
Q4
$140K Buy
599
+20
+3% +$4.69K 0.02% 280
2024
Q3
$148K Buy
+579
New +$148K 0.03% 280