Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,500
Closed -$214K 289
2024
Q4
$214K Sell
3,500
-4,000
-53% -$244K 0.03% 196
2024
Q3
$470K Buy
+7,500
New +$470K 0.07% 122