Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,396
Closed -$446K 169
2024
Q4
$446K Buy
7,396
+4,252
+135% +$256K 0.16% 110
2024
Q3
$236K Buy
+3,144
New +$236K 0.09% 125