Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,493
Closed -$280K 304
2024
Q4
$280K Buy
1,493
+203
+16% +$38.1K 0.02% 244
2024
Q3
$247K Buy
+1,290
New +$247K 0.02% 247