Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$519K Buy
13,401
+3,714
+38% +$144K 0.04% 198
2024
Q4
$328K Buy
9,687
+2,940
+44% +$99.4K 0.02% 242
2024
Q3
$276K Sell
6,747
-151
-2% -$6.17K 0.02% 279
2024
Q2
$266K Buy
6,898
+985
+17% +$37.9K 0.02% 251
2024
Q1
$253K Buy
+5,913
New +$253K 0.02% 232