Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$639K Buy
13,174
+3,162
+32% +$153K 0.05% 170
2024
Q4
$489K Buy
10,012
+1,115
+13% +$54.4K 0.04% 179
2024
Q3
$553K Sell
8,897
-2,809
-24% -$174K 0.04% 163
2024
Q2
$668K Buy
11,706
+2,208
+23% +$126K 0.06% 136
2024
Q1
$548K Buy
9,498
+3,002
+46% +$173K 0.05% 135
2023
Q4
$444K Buy
+6,496
New +$444K 0.04% 134