Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,080
Closed -$664K 1264
2024
Q4
$664K Sell
16,080
-5,033
-24% -$208K 0.01% 498
2024
Q3
$831K Buy
+21,113
New +$831K 0.01% 385