Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,170
Closed -$218K 323
2024
Q4
$218K Sell
2,170
-36
-2% -$3.61K 0.01% 299
2024
Q3
$201K Buy
+2,206
New +$201K 0.01% 309