Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,313
Closed -$1.88M 98
2024
Q4
$1.88M Buy
16,313
+337
+2% +$38.8K 0.8% 52
2024
Q3
$1.89M Buy
+15,976
New +$1.89M 0.84% 46