Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$718K Buy
1,541
+336
+28% +$156K 0.05% 159
2024
Q4
$504K Sell
1,205
-342
-22% -$143K 0.04% 175
2024
Q3
$738K Buy
1,547
+463
+43% +$221K 0.05% 136
2024
Q2
$476K Buy
1,084
+77
+8% +$33.8K 0.04% 170
2024
Q1
$468K Buy
1,007
+295
+41% +$137K 0.04% 148
2023
Q4
$292K Sell
712
-71
-9% -$29.2K 0.03% 175
2023
Q3
$292K Buy
783
+142
+22% +$52.9K 0.03% 160
2023
Q2
$244K Hold
641
0.03% 162
2023
Q1
$228K Hold
641
0.03% 165
2022
Q4
$209K Buy
+641
New +$209K 0.03% 173