Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,838
Closed -$267K 704
2024
Q4
$267K Buy
4,838
+1,220
+34% +$67.2K 0.01% 569
2024
Q3
$234K Buy
+3,618
New +$234K 0.01% 588