Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,843
Closed -$272K 118
2024
Q4
$272K Buy
2,843
+48
+2% +$4.59K 0.11% 100
2024
Q3
$275K Buy
+2,795
New +$275K 0.11% 99