Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,834
Closed -$245K 1767
2024
Q4
$245K Sell
3,834
-615
-14% -$39.3K ﹤0.01% 1439
2024
Q3
$285K Buy
+4,449
New +$285K 0.01% 1126