Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,817
Closed -$471K 349
2024
Q4
$471K Buy
3,817
+7
+0.2% +$864 0.09% 203
2024
Q3
$545K Buy
+3,810
New +$545K 0.12% 172