Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$319K Buy
4,716
+441
+10% +$29.9K 0.02% 268
2024
Q4
$261K Buy
4,275
+74
+2% +$4.53K 0.02% 278
2024
Q3
$241K Buy
+4,201
New +$241K 0.02% 301
2024
Q2
Sell
-3,737
Closed -$213K 321
2024
Q1
$213K Buy
+3,737
New +$213K 0.02% 268