Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,240
Closed -$100K 1594
2024
Q4
$100K Buy
5,240
+92
+2% +$1.76K ﹤0.01% 473
2024
Q3
$110K Buy
+5,148
New +$110K ﹤0.01% 492