Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,477
Closed -$2.63M 377
2024
Q4
$2.63M Sell
15,477
-16,611
-52% -$2.82M 0.04% 250
2024
Q3
$5.57M Buy
+32,088
New +$5.57M 0.08% 174