| Stock | Ownership Trend | Portfolio % | Prev Q % | Q1 2025 Value | Q1 2025 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 | 62.02% | — | $12.7M | 199,294 | $0 | 0 | +199,294 | New Buy | |
 | 17.48% | 50.71% | $3.6M | 6,186 | $4.7M | 7,945 | -1,759-22.14% | Reduce | |
 | 10.47% | — | $2.1M | 16,154 | $0 | 0 | +16,154 | New Buy | |
| FFUTU HLDGS LTD SPON ADS CL AFUTU | 10.03% | — | $2.0M | 20,000 | $0 | 0 | +20,000 | New Buy |
