Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$460K Buy
1,693
+141
+9% +$38.3K 0.03% 220
2024
Q4
$515K Buy
1,552
+329
+27% +$109K 0.04% 171
2024
Q3
$405K Buy
1,223
+56
+5% +$18.6K 0.03% 214
2024
Q2
$366K Buy
+1,167
New +$366K 0.03% 204