Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$516K Buy
10,238
+2,128
+26% +$107K 0.04% 200
2024
Q4
$368K Sell
8,110
-1,044
-11% -$47.4K 0.03% 224
2024
Q3
$434K Buy
9,154
+2,187
+31% +$104K 0.03% 203
2024
Q2
$320K Buy
6,967
+659
+10% +$30.2K 0.03% 225
2024
Q1
$273K Buy
+6,308
New +$273K 0.02% 221