Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-25,839
Closed -$3.03M 1432
2024
Q4
$3.03M Buy
25,839
+4,655
+22% +$546K 0.03% 331
2024
Q3
$2.28M Buy
+21,184
New +$2.28M 0.03% 302