Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$581K Buy
4,380
+118
+3% +$15.7K 0.04% 116
2024
Q4
$482K Buy
4,262
+384
+10% +$43.4K 0.03% 125
2024
Q3
$442K Sell
3,878
-15
-0.4% -$1.71K 0.03% 134
2024
Q2
$405K Buy
3,893
+654
+20% +$68K 0.03% 135
2024
Q1
$368K Buy
3,239
+367
+13% +$41.7K 0.03% 142
2023
Q4
$316K Buy
2,872
+197
+7% +$21.7K 0.03% 144
2023
Q3
$259K Buy
+2,675
New +$259K 0.03% 152