Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,062
Closed -$446K 2435
2024
Q4
$446K Buy
7,062
+1,668
+31% +$105K 0.04% 860
2024
Q3
$253K Buy
+5,394
New +$253K 0.02% 1301