Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,783
Closed -$5M 1596
2024
Q4
$5M Buy
14,783
+14,295
+2,929% +$4.84M 0.18% 60
2024
Q3
$153K Buy
+488
New +$153K 0.01% 443