Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,117
Closed -$337K 1682
2024
Q4
$337K Buy
6,117
+1,842
+43% +$101K ﹤0.01% 1186
2024
Q3
$286K Buy
+4,275
New +$286K ﹤0.01% 1184