Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$494K Buy
1,635
+94
+6% +$28.4K 0.04% 207
2024
Q4
$426K Buy
1,541
+196
+15% +$54.2K 0.03% 205
2024
Q3
$388K Buy
1,345
+204
+18% +$58.8K 0.03% 219
2024
Q2
$291K Buy
1,141
+188
+20% +$48K 0.02% 244
2024
Q1
$247K Buy
+953
New +$247K 0.02% 241