Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,563
Closed -$149K 731
2024
Q4
$149K Buy
11,563
+600
+5% +$7.74K 0.01% 690
2024
Q3
$140K Buy
+10,963
New +$140K 0.01% 694