Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,480
Closed -$282K 232
2024
Q4
$282K Buy
2,480
+152
+7% +$17.3K 0.07% 167
2024
Q3
$232K Buy
+2,328
New +$232K 0.06% 202