Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-70,941
Closed -$4.46M 1072
2024
Q4
$4.46M Buy
70,941
+64,998
+1,094% +$4.08M 0.19% 184
2024
Q3
$342K Buy
+5,943
New +$342K 0.02% 756