Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$775K Buy
4,667
+40
+0.9% +$6.64K 0.06% 148
2024
Q4
$914K Sell
4,627
-1,635
-26% -$323K 0.07% 112
2024
Q3
$1.09M Buy
6,262
+265
+4% +$46K 0.08% 110
2024
Q2
$1.04M Buy
5,997
+480
+9% +$83.4K 0.09% 106
2024
Q1
$751K Sell
5,517
-2,782
-34% -$378K 0.07% 114
2023
Q4
$863K Buy
8,299
+4,622
+126% +$481K 0.08% 101
2023
Q3
$320K Buy
+3,677
New +$320K 0.03% 153