Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-501
Closed -$210K 167
2024
Q4
$210K Sell
501
-8
-2% -$3.35K 0.01% 167
2024
Q3
$218K Buy
+509
New +$218K 0.01% 168
2024
Q2
Sell
-580
Closed -$241K 175
2024
Q1
$241K Buy
+580
New +$241K 0.02% 155