Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-53
Closed -$433K 1897
2024
Q4
$433K Buy
53
+1
+2% +$8.18K 0.06% 155
2024
Q3
$510K Buy
+52
New +$510K 0.13% 141