Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$577K Buy
18,357
+10,021
+120% +$315K 0.02% 660
2024
Q4
$228K Sell
8,336
-689
-8% -$18.9K 0.01% 895
2024
Q3
$279K Buy
9,025
+336
+4% +$10.4K 0.01% 749
2024
Q2
$268K Buy
+8,689
New +$268K 0.01% 721
2024
Q1
Sell
-6,291
Closed -$214K 726
2023
Q4
$214K Buy
+6,291
New +$214K 0.01% 634