Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,932
Closed -$780K 116
2024
Q4
$780K Sell
1,932
-65
-3% -$26.3K 0.46% 42
2024
Q3
$522K Buy
+1,997
New +$522K 0.31% 60