Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,304
Closed -$846K 108
2024
Q4
$846K Sell
4,304
-6,233
-59% -$1.22M 0.16% 81
2024
Q3
$2.5M Buy
+10,537
New +$2.5M 0.47% 70