Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,172
Closed -$3.02M 118
2024
Q4
$3.02M Buy
16,172
+7
+0% +$1.31K 1.52% 29
2024
Q3
$3.23M Buy
+16,165
New +$3.23M 1.66% 27