Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$474K Buy
46,047
+9,781
+27% +$101K 0.04% 218
2024
Q4
$346K Buy
36,266
+8,359
+30% +$79.7K 0.03% 235
2024
Q3
$295K Buy
27,907
+11,309
+68% +$120K 0.02% 263
2024
Q2
$137K Buy
16,598
+4,319
+35% +$35.7K 0.01% 303
2024
Q1
$104K Buy
+12,279
New +$104K 0.01% 288