Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,317
Closed -$152K 194
2024
Q4
$152K Buy
1,317
+508
+63% +$58.5K 0.08% 181
2024
Q3
$95.9K Buy
+809
New +$95.9K 0.05% 185