Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-129,883
Closed -$2.24M 570
2024
Q4
$2.24M Buy
129,883
+70,191
+118% +$1.21M 0.61% 38
2024
Q3
$1M Buy
+59,692
New +$1M 0.27% 129