Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,482
Closed -$268K 1780
2024
Q4
$268K Buy
12,482
+564
+5% +$12.1K ﹤0.01% 1394
2024
Q3
$290K Buy
+11,918
New +$290K 0.01% 1116