Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.22M Buy
6,937
+1,012
+17% +$179K 0.09% 104
2024
Q4
$1.15M Buy
5,925
+1,688
+40% +$329K 0.08% 99
2024
Q3
$757K Buy
4,237
+84
+2% +$15K 0.05% 133
2024
Q2
$851K Buy
4,153
+321
+8% +$65.8K 0.07% 120
2024
Q1
$964K Buy
3,832
+1,446
+61% +$364K 0.08% 100
2023
Q4
$438K Buy
+2,386
New +$438K 0.04% 135