Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$933K Buy
32,988
+3,797
+13% +$107K 0.07% 122
2024
Q4
$665K Buy
29,191
+5,772
+25% +$131K 0.05% 141
2024
Q3
$515K Buy
23,419
+5,614
+32% +$124K 0.04% 170
2024
Q2
$340K Buy
17,805
+4,268
+32% +$81.6K 0.03% 217
2024
Q1
$238K Buy
+13,537
New +$238K 0.02% 246
2023
Q1
Sell
-16,169
Closed -$298K 194
2022
Q4
$298K Buy
+16,169
New +$298K 0.04% 144