Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-730
Closed -$287K 269
2024
Q4
$287K Hold
730
0.11% 199
2024
Q3
$244K Sell
730
-100
-12% -$33.4K 0.09% 231
2024
Q2
$203K Buy
+830
New +$203K 0.08% 260