Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,837
Closed -$541K 935
2024
Q4
$541K Sell
14,837
-169
-1% -$6.16K 0.01% 632
2024
Q3
$425K Buy
+15,006
New +$425K ﹤0.01% 721