Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,544
Closed -$211K 1656
2024
Q4
$211K Buy
6,544
+257
+4% +$8.29K ﹤0.01% 1292
2024
Q3
$219K Buy
+6,287
New +$219K ﹤0.01% 1239