Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,295
Closed -$257K 839
2024
Q4
$257K Buy
11,295
+4,034
+56% +$91.7K 0.08% 471
2024
Q3
$216K Buy
+7,261
New +$216K 0.05% 722