Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,975
Closed -$2.76M 92
2024
Q4
$2.76M Hold
9,975
1.21% 17
2024
Q3
$2.88M Buy
9,975
+325
+3% +$93.7K 1.37% 18
2024
Q2
$2.46M Buy
+9,650
New +$2.46M 1.34% 17