Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.82M Buy
26,431
+3,214
+14% +$343K 0.55% 49
2024
Q4
$2.86M Sell
23,217
-2
-0% -$247 0.55% 39
2024
Q3
$3.32M Buy
23,219
+208
+0.9% +$29.7K 0.71% 28
2024
Q2
$3.77M Buy
23,011
+1,121
+5% +$183K 0.87% 24
2024
Q1
$2.74M Sell
21,890
-3,765
-15% -$471K 0.67% 27
2023
Q4
$1.93M Buy
+25,655
New +$1.93M 0.57% 31