Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,598
Closed -$1.02M 340
2024
Q4
$1.02M Buy
2,598
+1,546
+147% +$608K 0.55% 79
2024
Q3
$352K Buy
+1,052
New +$352K 0.24% 153