Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,384
Closed -$517K 926
2024
Q4
$517K Sell
15,384
-5,379
-26% -$181K 0.01% 638
2024
Q3
$656K Buy
+20,763
New +$656K 0.01% 613