Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-125,000
Closed -$1.45M 52
2024
Q4
$1.45M Buy
+125,000
New +$1.45M 1.43% 17
2024
Q3
Hold
0
46
2024
Q2
Hold
0
35
2024
Q1
Hold
0
36