Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,010
Closed -$749K 22
2024
Q4
$749K Sell
8,010
-9,808
-55% -$917K 0.02% 466
2024
Q3
$1.74M Buy
+17,818
New +$1.74M 0.09% 201