Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,643
Closed -$321K 293
2024
Q4
$321K Sell
4,643
-1,717
-27% -$119K 0.1% 134
2024
Q3
$464K Buy
+6,360
New +$464K 0.08% 121