Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$802K Buy
29,555
+8,485
+40% +$230K 0.06% 140
2024
Q4
$602K Sell
21,070
-13,606
-39% -$388K 0.04% 152
2024
Q3
$1.1M Buy
34,676
+5,711
+20% +$181K 0.08% 109
2024
Q2
$934K Buy
28,965
+7,166
+33% +$231K 0.08% 111
2024
Q1
$812K Buy
21,799
+14,896
+216% +$555K 0.07% 110
2023
Q4
$213K Buy
+6,903
New +$213K 0.02% 209