Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$757K Buy
38,649
+13,574
+54% +$266K 0.06% 150
2024
Q4
$393K Buy
25,075
+53
+0.2% +$831 0.03% 216
2024
Q3
$454K Buy
25,022
+6,785
+37% +$123K 0.03% 191
2024
Q2
$313K Buy
18,237
+3,188
+21% +$54.6K 0.03% 229
2024
Q1
$248K Buy
15,049
+4,796
+47% +$79.1K 0.02% 239
2023
Q4
$154K Buy
+10,253
New +$154K 0.01% 220