Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-25,000
Closed -$2.48M 122
2024
Q4
$2.48M Buy
25,000
+12,000
+92% +$1.19M 0.11% 86
2024
Q3
$998K Buy
+13,000
New +$998K 0.05% 94