Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$459K Buy
4,493
+992
+28% +$101K 0.03% 221
2024
Q4
$335K Buy
3,501
+764
+28% +$73.1K 0.02% 238
2024
Q3
$259K Buy
2,737
+334
+14% +$31.6K 0.02% 286
2024
Q2
$224K Buy
+2,403
New +$224K 0.02% 285