Hillsdale Investment Management’s Latham Group SWIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-31,600	Closed	-$220K	–	700
2024 Q4	$220K	Sell	31,600 -589,963	-95%	-$4.11M	0.01%	403
2024 Q3	$4.23M	Buy	621,563 +556,963	+862%	+$3.79M	0.33%	97
2024 Q2	$196K	Buy	+64,600	New	+$196K	0.02%	379