Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,118
Closed -$1.31M 63
2024
Q4
$1.31M Sell
3,118
-778
-20% -$326K 1.11% 29
2024
Q3
$1.87M Buy
+3,896
New +$1.87M 1.53% 23