Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,430
Closed -$1.07M 383
2024
Q4
$1.07M Buy
14,430
+130
+0.9% +$9.66K 0.21% 115
2024
Q3
$1.07M Buy
+14,300
New +$1.07M 0.24% 99