Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$614K Buy
2,471
+601
+32% +$149K 0.05% 179
2024
Q4
$411K Buy
1,870
+44
+2% +$9.67K 0.03% 212
2024
Q3
$404K Sell
1,826
-61
-3% -$13.5K 0.03% 215
2024
Q2
$326K Buy
1,887
+567
+43% +$98.1K 0.03% 222
2024
Q1
$252K Buy
+1,320
New +$252K 0.02% 235