Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,000
Closed -$772K 283
2024
Q4
$772K Buy
16,000
+1,000
+7% +$48.2K 0.12% 79
2024
Q3
$864K Buy
+15,000
New +$864K 0.21% 75