Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$577K Buy
6,275
+513
+9% +$47.2K 0.04% 186
2024
Q4
$488K Buy
5,762
+1,782
+45% +$151K 0.04% 180
2024
Q3
$315K Buy
3,980
+1,080
+37% +$85.4K 0.02% 254
2024
Q2
$217K Sell
2,900
-368
-11% -$27.5K 0.02% 290
2024
Q1
$256K Buy
+3,268
New +$256K 0.02% 228