Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,426
Closed -$213K 1094
2024
Q4
$213K Sell
2,426
-1,176
-33% -$103K 0.01% 873
2024
Q3
$301K Buy
+3,602
New +$301K 0.02% 708