Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,681
Closed -$214K 193
2024
Q4
$214K Sell
1,681
-5
-0.3% -$636 0.11% 173
2024
Q3
$241K Buy
+1,686
New +$241K 0.2% 137