Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$331K Buy
4,512
+891
+25% +$65.3K 0.02% 163
2024
Q4
$227K Buy
3,621
+552
+18% +$34.6K 0.01% 214
2024
Q3
$202K Buy
+3,069
New +$202K 0.01% 222