Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.81M Buy
37,406
+3,026
+9% +$227K 0.55% 51
2024
Q4
$2.63M Buy
34,380
+4,809
+16% +$368K 0.49% 48
2024
Q3
$2.31M Buy
29,571
+749
+3% +$58.5K 0.5% 45
2024
Q2
$2.06M Buy
+28,822
New +$2.06M 0.47% 46