Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-29,105
Closed -$2.64M 14
2024
Q4
$2.64M Buy
29,105
+17,160
+144% +$1.56M 1.55% 11
2024
Q3
$1.15M Buy
+11,945
New +$1.15M 1.3% 10