Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-678
Closed -$274K 102
2024
Q4
$274K Sell
678
-105
-13% -$42.4K 0.17% 77
2024
Q3
$205K Buy
+783
New +$205K 0.15% 81