Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,551
Closed -$523K 665
2024
Q4
$523K Buy
4,551
+2,143
+89% +$246K 0.05% 367
2024
Q3
$289K Buy
+2,408
New +$289K 0.03% 434