Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-22,229
Closed -$2.05M 395
2024
Q4
$2.05M Buy
22,229
+16,951
+321% +$1.57M 0.01% 117
2024
Q3
$547K Buy
+5,278
New +$547K 0.02% 194