Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.3M Buy
23,434
+10,534
+82% +$584K 0.1% 100
2024
Q4
$622K Sell
12,900
-1,813
-12% -$87.4K 0.05% 149
2024
Q3
$848K Buy
14,713
+4,861
+49% +$280K 0.06% 126
2024
Q2
$478K Buy
9,852
+4,685
+91% +$227K 0.04% 169
2024
Q1
$251K Buy
+5,167
New +$251K 0.02% 236