Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$903K Buy
9,514
+2,669
+39% +$253K 0.07% 127
2024
Q4
$581K Sell
6,845
-701
-9% -$59.5K 0.04% 155
2024
Q3
$755K Buy
7,546
+1,732
+30% +$173K 0.05% 134
2024
Q2
$518K Buy
5,814
+1,649
+40% +$147K 0.04% 153
2024
Q1
$347K Buy
+4,165
New +$347K 0.03% 182