Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.46M Buy
57,549
+9,380
+19% +$238K 0.11% 92
2024
Q4
$1.02M Buy
48,169
+3,684
+8% +$78K 0.07% 105
2024
Q3
$859K Buy
44,485
+25,500
+134% +$493K 0.06% 122
2024
Q2
$323K Sell
18,985
-3,185
-14% -$54.1K 0.03% 224
2024
Q1
$380K Buy
22,170
+8,350
+60% +$143K 0.03% 171
2023
Q4
$262K Buy
+13,820
New +$262K 0.02% 187