Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,321
Closed -$206K 76
2024
Q4
$206K Sell
6,321
-6,277
-50% -$205K 0.33% 76
2024
Q3
$452K Buy
+12,598
New +$452K 0.7% 53