Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,000
Closed -$573K 92
2024
Q4
$573K Sell
7,000
-2,000
-22% -$164K 0.05% 19
2024
Q3
$1.03M Buy
+9,000
New +$1.03M 0.16% 14