Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-100,594
Closed -$1.8M 1169
2024
Q4
$1.8M Buy
100,594
+594
+0.6% +$10.6K 0.06% 305
2024
Q3
$1.73M Buy
+100,000
New +$1.73M 0.05% 323