Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$453K Buy
10,032
+792
+9% +$35.8K 0.01% 761
2024
Q4
$563K Buy
9,240
+770
+9% +$46.9K 0.02% 584
2024
Q3
$346K Buy
8,470
+680
+9% +$27.8K 0.01% 683
2024
Q2
$235K Sell
7,790
-62
-0.8% -$1.87K 0.01% 755
2024
Q1
$293K Buy
7,852
+34
+0.4% +$1.27K 0.02% 568
2023
Q4
$384K Buy
+7,818
New +$384K 0.02% 469