Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-42,632
Closed -$107K 1027
2024
Q4
$107K Sell
42,632
-4,994
-10% -$12.5K ﹤0.01% 1065
2024
Q3
$130K Buy
+47,626
New +$130K ﹤0.01% 1093