Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.51M Buy
5,609
+426
+8% +$114K 0.11% 90
2024
Q4
$1.28M Sell
5,183
-124
-2% -$30.5K 0.09% 89
2024
Q3
$1.22M Buy
5,307
+936
+21% +$214K 0.08% 103
2024
Q2
$882K Buy
4,371
+494
+13% +$99.6K 0.07% 117
2024
Q1
$756K Buy
3,877
+1,831
+89% +$357K 0.07% 113
2023
Q4
$316K Buy
+2,046
New +$316K 0.03% 168