Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-50,213
Closed -$3.04M 242
2024
Q4
$3.04M Buy
50,213
+665
+1% +$40.2K 0.3% 87
2024
Q3
$3.57M Buy
+49,548
New +$3.57M 0.35% 84